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Bessemer Securities’s BJs Wholesale Club BJ Stock Holding History

Bessemer Securities’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
Q4 		– Sell
-9,299
Closed -$664K – 20
2023
Q3 		$664K Sell
9,299
-15,179
-62% -$1.02M 0.92% 22
2023
Q2 		$1.54M Sell
24,478
-1,200
-5% -$83K 1.02% 21
2023
Q1 		$1.95M Buy
25,678
+3,481
+16% +$253K 0.91% 29
2022
Q4 		$1.47M Buy
22,197
+2,500
+13% +$181K 0.66% 56
2022
Q3 		$1.43M Hold
19,697
– – 0.52% 52
2022
Q2 		$1.23M Buy
+19,697
New +$1.24M 0.43% 67

Other funds holding BJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Bessemer Securities's BJ Position: Q4 2023 in Review

Bessemer Securities sold out of BJs Wholesale Club (BJ) in Q4 2023, closing a stake of 9,299 shares — an estimated $664K sold.

Bessemer Securities first reported a position in BJ in Q2 2022 and held it in 6 quarters. The position peaked at $1.95M in Q1 2023. 451 funds tracked by Wall St. Rank hold BJ as of Q4 2023.

  • Bessemer Securities reported no remaining BJs Wholesale Club position as of Q4 2023 after selling out during the quarter.
  • Bessemer Securities sold 9,299 BJs Wholesale Club shares in Q4 2023, an estimated $664K.
  • Bessemer Securities first reported a position in BJs Wholesale Club in Q2 2022 and held it in 6 quarters.
  • Bessemer Securities's BJs Wholesale Club position peaked at $1.95M in Q1 2023.
  • 451 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q4 2023.

Based on Bessemer Securities's 13F filing for Q4 2023.