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Ancora Advisors’s BJs Wholesale Club BJ Stock Holding History

Ancora Advisors’s Portfolio BJ Stock Details BJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-209
Closed -$14K – 1963
2022
Q4 		$14K Hold
209
– – ﹤0.01% 1257
2022
Q3 		$15K Hold
209
– – ﹤0.01% 1401
2022
Q2 		$13K Buy
209
+44
+27% +$2.77K ﹤0.01% 1531
2022
Q1 		$11K Hold
165
– – ﹤0.01% 1700
2021
Q4 		$11K Hold
165
– – ﹤0.01% 1757
2021
Q3 		$9K Hold
165
– – ﹤0.01% 1716
2021
Q2 		$8K Buy
+165
New +$7.55K ﹤0.01% 1572

Other funds holding BJ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Ancora Advisors's BJ Position: Q1 2023 in Review

Ancora Advisors sold out of BJs Wholesale Club (BJ) in Q1 2023, closing a stake of 209 shares — an estimated $14K sold.

Ancora Advisors first reported a position in BJ in Q2 2021 and held it in 7 quarters. The position peaked at $15K in Q3 2022. 514 funds tracked by Wall St. Rank hold BJ as of Q1 2023.

  • Ancora Advisors reported no remaining BJs Wholesale Club position as of Q1 2023 after selling out during the quarter.
  • Ancora Advisors sold 209 BJs Wholesale Club shares in Q1 2023, an estimated $14K.
  • Ancora Advisors first reported a position in BJs Wholesale Club in Q2 2021 and held it in 7 quarters.
  • Ancora Advisors's BJs Wholesale Club position peaked at $15K in Q3 2022.
  • 514 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2023.

Based on Ancora Advisors's 13F filing for Q1 2023, filed 16 May 2023.