Bridgewater Associates’s BJ's Restaurants BJRI Stock Holding History

Bridgewater Associates’s Portfolio BJRI Stock Details BJRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-10,199	Closed	-$239K	–	755
2023 Q3	$239K	Sell	10,199 -12,847	-56%	-$395K	﹤0.01%	732
2023 Q2	$733K	Sell	23,046 -17,886	-44%	-$545K	﹤0.01%	617
2023 Q1	$1.19M	Sell	40,932 -2,489	-6%	-$77.6K	0.01%	540
2022 Q4	$1.15M	Buy	+43,421	New	+$1.27M	0.01%	627
2022 Q3	–	Sell	-64,694	Closed	-$1.4M	–	885
2022 Q2	$1.4M	Buy	64,694 +3,205	+5%	+$82.5K	0.01%	746
2022 Q1	$1.74M	Buy	61,489 +14,554	+31%	+$443K	0.01%	713
2021 Q4	$1.62M	Buy	46,935 +8,261	+21%	+$294K	0.01%	490
2021 Q3	$1.61M	Buy	38,674 +15,985	+70%	+$671K	0.01%	465
2021 Q2	$1.11M	Buy	+22,689	New	+$1.25M	0.01%	565

Other funds holding BJRI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

F1I

Fund 1 Investments Rincon, Puerto Rico $872M AUM 50.95% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bridgewater Associates's BJRI Position: Q4 2023 in Review

Bridgewater Associates sold out of BJ's Restaurants (BJRI) in Q4 2023, closing a stake of 10,199 shares — an estimated $239K sold.

Bridgewater Associates first reported a position in BJRI in Q2 2021 and held it in 9 quarters. The position peaked at $1.74M in Q1 2022. 161 funds tracked by Wall St. Rank hold BJRI as of Q4 2023.

Bridgewater Associates reported no remaining BJ's Restaurants position as of Q4 2023 after selling out during the quarter.
Bridgewater Associates sold 10,199 BJ's Restaurants shares in Q4 2023, an estimated $239K.
Bridgewater Associates first reported a position in BJ's Restaurants in Q2 2021 and held it in 9 quarters.
Bridgewater Associates's BJ's Restaurants position peaked at $1.74M in Q1 2022.
161 funds tracked by Wall St. Rank held BJ's Restaurants as of Q4 2023.

Based on Bridgewater Associates's 13F filing for Q4 2023, filed 14 Feb 2024.