Grove Bank & Trust’s BJs Wholesale Club BJ Stock Holding History

Grove Bank & Trust’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
2026 Q2	$21.8K	Hold	250	–	–	﹤0.01%	545
2026 Q1	$24.6K	Hold	250	–	–	﹤0.01%	514
2025 Q4	$22.5K	Hold	250	–	–	﹤0.01%	527
2025 Q3	$23.3K	Hold	250	–	–	﹤0.01%	518
2025 Q2	$27K	Sell	250 -250	-50%	-$28.5K	﹤0.01%	498
2025 Q1	$57K	Hold	500	–	–	0.01%	396
2024 Q4	$44.7K	Sell	500 -500	-50%	-$45.2K	0.01%	379
2024 Q3	$82.5K	Sell	1,000 -360	-26%	-$30.5K	0.01%	313
2024 Q2	$119K	Hold	1,360	–	–	0.02%	264
2024 Q1	$103K	Hold	1,360	–	–	0.02%	287
2023 Q4	$90.7K	Hold	1,360	–	–	0.02%	288
2023 Q3	$97.1K	Sell	1,360 -25	-2%	-$1.68K	0.02%	288
2023 Q2	$87.3K	Hold	1,385	–	–	0.02%	306
2023 Q1	$105K	Hold	1,385	–	–	0.02%	284
2022 Q4	$92K	Buy	+1,385	New	+$100K	0.02%	298

Other funds holding BJ

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Tealwood Asset Management Minneapolis, Minnesota $261M AUM 52.68% 1-Year Est. Return

Cox Capital Management Andover, Massachusetts $180M AUM 40.44% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return