DT
BJRI icon

Diversified Trust’s BJ's Restaurants BJRI Stock Holding History

Diversified Trust’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
2026
Q1 		$229K Buy
6,524
+517
+9% +$20.7K ﹤0.01% 932
2025
Q4 		$237K Buy
+6,007
New +$213K ﹤0.01% 910
2025
Q3 		– Sell
-4,763
Closed -$212K – 1003
2025
Q2 		$212K Buy
+4,763
New +$188K ﹤0.01% 857
2024
Q3 		– Sell
-6,537
Closed -$227K – 919
2024
Q2 		$227K Buy
6,537
+50
+0.8% +$1.72K 0.01% 756
2024
Q1 		$235K Buy
6,487
+632
+11% +$22K 0.01% 708
2023
Q4 		$211K Buy
+5,855
New +$167K 0.01% 770
2021
Q2 		– Sell
-3,834
Closed -$223K – 802
2021
Q1 		$223K Buy
+3,834
New +$201K 0.01% 653
2014
Q2 		$372K Buy
+10,660
New +$339K 0.03% 426
2013
Q4 		$422K Buy
+13,575
New +$390K 0.04% 348

Other funds holding BJRI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return