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Donoghue Forlines’s BJs Wholesale Club BJ Stock Holding History

Donoghue Forlines’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
2022
Q4 		– Sell
-9,223
Closed -$672K – 227
2022
Q3 		$672K Buy
+9,223
New +$661K 0.24% 67
2020
Q3 		– Sell
-41,037
Closed -$1.53M – 120
2020
Q2 		$1.53M Buy
+41,037
New +$1.26M 0.4% 30

Other funds holding BJ

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Donoghue Forlines's BJ Position: Q4 2022 in Review

Donoghue Forlines sold out of BJs Wholesale Club (BJ) in Q4 2022, closing a stake of 9,223 shares — an estimated $672K sold.

Donoghue Forlines first reported a position in BJ in Q2 2020 and held it in 2 quarters. The position peaked at $1.53M in Q2 2020. 499 funds tracked by Wall St. Rank hold BJ as of Q4 2022.

  • Donoghue Forlines reported no remaining BJs Wholesale Club position as of Q4 2022 after selling out during the quarter.
  • Donoghue Forlines sold 9,223 BJs Wholesale Club shares in Q4 2022, an estimated $672K.
  • Donoghue Forlines first reported a position in BJs Wholesale Club in Q2 2020 and held it in 2 quarters.
  • Donoghue Forlines's BJs Wholesale Club position peaked at $1.53M in Q2 2020.
  • 499 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q4 2022.

Based on Donoghue Forlines's 13F filing for Q4 2022, filed 8 Feb 2023.