Boston Trust Walden’s BJs Wholesale Club BJ Stock Holding History

Boston Trust Walden’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
2026 Q1	$89.8M	Sell	912,392 -11,897	-1%	-$1.15M	0.74%	32
2025 Q4	$83.2M	Sell	924,289 -496	-0.1%	-$45.5K	0.63%	44
2025 Q3	$86.2M	Buy	924,785 +62,903	+7%	+$6.43M	0.63%	39
2025 Q2	$92.9M	Sell	861,882 -89,587	-9%	-$10.2M	0.66%	44
2025 Q1	$109M	Sell	951,469 -38,625	-4%	-$3.98M	0.79%	29
2024 Q4	$88.5M	Buy	990,094 +27,015	+3%	+$2.44M	0.62%	48
2024 Q3	$79.4M	Sell	963,079 -138,611	-13%	-$11.7M	0.55%	55
2024 Q2	$96.8M	Buy	1,101,690 +31,309	+3%	+$2.54M	0.72%	36
2024 Q1	$81M	Sell	1,070,381 -3,265	-0.3%	-$228K	0.58%	58
2023 Q4	$71.6M	Buy	1,073,646 +20,703	+2%	+$1.4M	0.54%	57
2023 Q3	$75.1M	Buy	1,052,943 +257,887	+32%	+$17.4M	0.63%	49
2023 Q2	$50.1M	Buy	795,056 +46,511	+6%	+$3.22M	0.41%	91
2023 Q1	$56.9M	Buy	748,545 +22,169	+3%	+$1.61M	0.49%	66
2022 Q4	$48.1M	Buy	+726,376	New	+$52.6M	0.42%	82

Other funds holding BJ

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return