Echo Street Capital Management’s BJs Wholesale Club BJ Stock Holding History

Echo Street Capital Management’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	-3,978	Closed	-$251K	–	467
2023 Q2	$251K	Sell	3,978 -9,344	-70%	-$646K	﹤0.01%	404
2023 Q1	$1.01M	Sell	13,322 -7,769	-37%	-$564K	0.01%	124
2022 Q4	$1.4M	Buy	+21,091	New	+$1.53M	0.01%	121
2022 Q3	–	Sell	-5,611	Closed	-$350K	–	561
2022 Q2	$350K	Buy	+5,611	New	+$353K	﹤0.01%	395
2022 Q1	–	Sell	-5,842	Closed	-$391K	–	615
2021 Q4	$391K	Buy	+5,842	New	+$365K	﹤0.01%	471
2021 Q3	–	Sell	-5,115	Closed	-$243K	–	633
2021 Q2	$243K	Buy	+5,115	New	+$234K	﹤0.01%	520
2020 Q3	–	Sell	-10,022	Closed	-$374K	–	144
2020 Q2	$374K	Buy	+10,022	New	+$308K	﹤0.01%	379

Other funds holding BJ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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 New York $115B AUM 24.78% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Echo Street Capital Management's BJ Position: Q3 2023 in Review

Echo Street Capital Management sold out of BJs Wholesale Club (BJ) in Q3 2023, closing a stake of 3,978 shares — an estimated $251K sold.

Echo Street Capital Management first reported a position in BJ in Q2 2020 and held it in 7 quarters. The position peaked at $1.4M in Q4 2022. 452 funds tracked by Wall St. Rank hold BJ as of Q3 2023.

Echo Street Capital Management reported no remaining BJs Wholesale Club position as of Q3 2023 after selling out during the quarter.
Echo Street Capital Management sold 3,978 BJs Wholesale Club shares in Q3 2023, an estimated $251K.
Echo Street Capital Management first reported a position in BJs Wholesale Club in Q2 2020 and held it in 7 quarters.
Echo Street Capital Management's BJs Wholesale Club position peaked at $1.4M in Q4 2022.
452 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q3 2023.

Based on Echo Street Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.