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Disciplined Investments’s BJs Wholesale Club BJ Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-20
Closed -$1.26K – 270
2023
Q2 		$1.26K Buy
20
+1
+5% +$69 ﹤0.01% 858
2023
Q1 		$1.45K Sell
19
-1
-5% -$73 ﹤0.01% 812
2022
Q4 		$1.32K Sell
20
-3
-13% -$217 ﹤0.01% 778
2022
Q3 		$2K Buy
23
+7
+44% +$502 ﹤0.01% 580
2022
Q2 		$1K Hold
16
– – ﹤0.01% 821
2022
Q1 		$1K Buy
+16
New +$1K ﹤0.01% 882

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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Disciplined Investments's BJ Position: Q3 2023 in Review

Disciplined Investments sold out of BJs Wholesale Club (BJ) in Q3 2023, closing a stake of 20 shares — an estimated $1.26K sold.

Disciplined Investments first reported a position in BJ in Q1 2022 and held it in 6 quarters. The position peaked at $2K in Q3 2022. 452 funds tracked by Wall St. Rank hold BJ as of Q3 2023.

  • Disciplined Investments reported no remaining BJs Wholesale Club position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 20 BJs Wholesale Club shares in Q3 2023, an estimated $1.26K.
  • Disciplined Investments first reported a position in BJs Wholesale Club in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's BJs Wholesale Club position peaked at $2K in Q3 2022.
  • 452 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.