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Empirical Finance’s BJs Wholesale Club BJ Stock Holding History

Empirical Finance’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
Q2 		– Sell
-11,121
Closed -$752K – 470
2022
Q1 		$752K Hold
11,121
– – 0.08% 223
2021
Q4 		$745K Sell
11,121
-9,637
-46% -$602K 0.09% 205
2021
Q3 		$1.14M Hold
20,758
– – 0.17% 120
2021
Q2 		$988K Buy
+20,758
New +$950K 0.16% 139

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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Empirical Finance's BJ Position: Q2 2022 in Review

Empirical Finance sold out of BJs Wholesale Club (BJ) in Q2 2022, closing a stake of 11,121 shares — an estimated $752K sold.

Empirical Finance first reported a position in BJ in Q2 2021 and held it in 4 quarters. The position peaked at $1.14M in Q3 2021. 432 funds tracked by Wall St. Rank hold BJ as of Q2 2022.

  • Empirical Finance reported no remaining BJs Wholesale Club position as of Q2 2022 after selling out during the quarter.
  • Empirical Finance sold 11,121 BJs Wholesale Club shares in Q2 2022, an estimated $752K.
  • Empirical Finance first reported a position in BJs Wholesale Club in Q2 2021 and held it in 4 quarters.
  • Empirical Finance's BJs Wholesale Club position peaked at $1.14M in Q3 2021.
  • 432 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2022.

Based on Empirical Finance's 13F filing for Q2 2022, filed 1 Aug 2022.