HBC Financial Services’s BJs Wholesale Club BJ Stock Holding History

HBC Financial Services’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 Q4	$3K	Hold	35	–	–	﹤0.01%	148
2024 Q3	$2K	Hold	35	–	–	﹤0.01%	156
2024 Q2	$3K	Sell	35 -35	-50%	-$2.83K	﹤0.01%	133
2024 Q1	$5K	Hold	70	–	–	﹤0.01%	120
2023 Q4	$4K	Hold	70	–	–	﹤0.01%	122
2023 Q3	$4K	Hold	70	–	–	﹤0.01%	131
2023 Q2	$4K	Hold	70	–	–	﹤0.01%	126
2023 Q1	$5K	Hold	70	–	–	﹤0.01%	140
2022 Q4	$4K	Hold	70	–	–	﹤0.01%	126
2022 Q3	$5K	Hold	70	–	–	﹤0.01%	127
2022 Q2	$4K	Hold	70	–	–	﹤0.01%	136
2022 Q1	$4K	Hold	70	–	–	﹤0.01%	133
2021 Q4	$4K	Hold	70	–	–	﹤0.01%	135
2021 Q3	$3K	Hold	70	–	–	﹤0.01%	132
2021 Q2	$3K	Hold	70	–	–	﹤0.01%	145
2021 Q1	$3.13K	Buy	+70	New	+$2.94K	﹤0.01%	150

Other funds holding BJ

Fidelity Investments

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 $5.7T AUM 30.48% 1-Year Est. Return

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

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return