Congress Asset Management’s BJ's Restaurants BJRI Stock Holding History

Congress Asset Management’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
2019 Q4	–	Sell	-75,887	Closed	-$2.95M	–	345
2019 Q3	$2.95M	Buy	75,887 +5,590	+8%	+$215K	0.04%	234
2019 Q2	$3.09M	Buy	70,297 +5,491	+8%	+$251K	0.04%	240
2019 Q1	$3.06M	Buy	64,806 +11,523	+22%	+$578K	0.04%	232
2018 Q4	$2.69M	Buy	+53,283	New	+$3.21M	0.04%	244

Other funds holding BJRI

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

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

RCAMU

Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Congress Asset Management's BJRI Position: Q4 2019 in Review

Congress Asset Management sold out of BJ's Restaurants (BJRI) in Q4 2019, closing a stake of 75,887 shares — an estimated $2.95M sold.

Congress Asset Management first reported a position in BJRI in Q4 2018 and held it in 4 quarters. The position peaked at $3.09M in Q2 2019. 183 funds tracked by Wall St. Rank hold BJRI as of Q4 2019.

Congress Asset Management reported no remaining BJ's Restaurants position as of Q4 2019 after selling out during the quarter.
Congress Asset Management sold 75,887 BJ's Restaurants shares in Q4 2019, an estimated $2.95M.
Congress Asset Management first reported a position in BJ's Restaurants in Q4 2018 and held it in 4 quarters.
Congress Asset Management's BJ's Restaurants position peaked at $3.09M in Q2 2019.
183 funds tracked by Wall St. Rank held BJ's Restaurants as of Q4 2019.

Based on Congress Asset Management's 13F filing for Q4 2019, filed 10 Feb 2020.