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Bowling Portfolio Management’s BJs Wholesale Club BJ Stock Holding History

Bowling Portfolio Management’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
2020
Q1 		– Sell
-45,842
Closed -$1.04M – 326
2019
Q4 		$1.04M Buy
+45,842
New +$1.13M 0.18% 189

Other funds holding BJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bowling Portfolio Management's BJ Position: Q1 2020 in Review

Bowling Portfolio Management sold out of BJs Wholesale Club (BJ) in Q1 2020, closing a stake of 45,842 shares — an estimated $1.04M sold.

Bowling Portfolio Management first reported a position in BJ in Q4 2019 and held it in 1 quarter. The position peaked at $1.04M in Q4 2019. 244 funds tracked by Wall St. Rank hold BJ as of Q1 2020.

  • Bowling Portfolio Management reported no remaining BJs Wholesale Club position as of Q1 2020 after selling out during the quarter.
  • Bowling Portfolio Management sold 45,842 BJs Wholesale Club shares in Q1 2020, an estimated $1.04M.
  • Bowling Portfolio Management first reported a position in BJs Wholesale Club in Q4 2019 and held it in 1 quarter.
  • Bowling Portfolio Management's BJs Wholesale Club position peaked at $1.04M in Q4 2019.
  • 244 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2020.

Based on Bowling Portfolio Management's 13F filing for Q1 2020, filed 5 May 2020.