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Cambridge Trust’s BJs Wholesale Club BJ Stock Holding History

Cambridge Trust’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
2024
Q1 		– Sell
-566
Closed -$37.7K – 662
2023
Q4 		$37.7K Hold
566
– – ﹤0.01% 448
2023
Q3 		$40.4K Hold
566
– – ﹤0.01% 438
2023
Q2 		$35.7K Sell
566
-183
-24% -$12.7K ﹤0.01% 460
2023
Q1 		$57K Hold
749
– – ﹤0.01% 425
2022
Q4 		$50K Buy
749
+212
+39% +$15.4K ﹤0.01% 453
2022
Q3 		$39K Hold
537
– – ﹤0.01% 478
2022
Q2 		$33K Hold
537
– – ﹤0.01% 544
2022
Q1 		$36K Buy
537
+400
+292% +$25.1K ﹤0.01% 581
2021
Q4 		$9K Buy
+137
New +$8.55K ﹤0.01% 824

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Cambridge Trust's BJ Position: Q1 2024 in Review

Cambridge Trust sold out of BJs Wholesale Club (BJ) in Q1 2024, closing a stake of 566 shares — an estimated $37.7K sold.

Cambridge Trust first reported a position in BJ in Q4 2021 and held it in 9 quarters. The position peaked at $57K in Q1 2023. 482 funds tracked by Wall St. Rank hold BJ as of Q1 2024.

  • Cambridge Trust reported no remaining BJs Wholesale Club position as of Q1 2024 after selling out during the quarter.
  • Cambridge Trust sold 566 BJs Wholesale Club shares in Q1 2024, an estimated $37.7K.
  • Cambridge Trust first reported a position in BJs Wholesale Club in Q4 2021 and held it in 9 quarters.
  • Cambridge Trust's BJs Wholesale Club position peaked at $57K in Q1 2023.
  • 482 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.