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Gratus Capital’s BJs Wholesale Club BJ Stock Holding History

Gratus Capital’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
2024
Q2 		$15.7M Buy
178,874
+4,359
+2% +$353K 0.63% 49
2024
Q1 		$13.2M Buy
174,515
+3,344
+2% +$233K 0.61% 51
2023
Q4 		$11.4M Sell
171,171
-1,824
-1% -$123K 0.64% 56
2023
Q3 		$12.3M Sell
172,995
-1,229
-0.7% -$82.7K 0.84% 38
2023
Q2 		$11M Sell
174,224
-31,503
-15% -$2.18M 0.75% 46
2023
Q1 		$15.6M Sell
205,727
-3,939
-2% -$286K 1.19% 25
2022
Q4 		$13.9M Buy
209,666
+11,577
+6% +$839K 1.14% 30
2022
Q3 		$14.4M Buy
198,089
+19,854
+11% +$1.42M 1.53% 18
2022
Q2 		$11.1M Buy
+178,235
New +$11.2M 1.24% 33

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Gratus Capital's BJ Position: Q2 2024 in Review

Gratus Capital increased its BJs Wholesale Club (BJ) stake by 2.5% in Q2 2024, buying an estimated $353K and bringing the position to 178,874 shares worth $15.7M. The position accounts for 0.63% of the portfolio, ranked #49.

Gratus Capital first reported a position in BJ in Q2 2022 and has held it in 9 quarters since. 510 funds tracked by Wall St. Rank hold BJ as of Q2 2024.

  • Gratus Capital held 178,874 shares of BJs Wholesale Club worth $15.7M as of Q2 2024.
  • Gratus Capital bought 4,359 BJs Wholesale Club shares in Q2 2024, an estimated $353K.
  • BJs Wholesale Club made up 0.63% of Gratus Capital's portfolio in Q2 2024, its #49 holding.
  • Gratus Capital first reported a position in BJs Wholesale Club in Q2 2022 and has held it in 9 quarters since.
  • 510 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2024.

Based on Gratus Capital's 13F filing for Q2 2024, filed 25 Jul 2024.