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Hillsdale Investment Management’s BJs Wholesale Club BJ Stock Holding History

Hillsdale Investment 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
-5,150
Closed -$325K – 570
2023
Q2 		$325K Buy
+5,150
New +$356K 0.03% 312
2021
Q1 		– Sell
-89,000
Closed -$3.32M – 545
2020
Q4 		$3.32M Sell
89,000
-300
-0.3% -$12K 0.32% 112
2020
Q3 		$3.71M Buy
89,300
+66,800
+297% +$2.76M 0.36% 72
2020
Q2 		$839K Buy
+22,500
New +$691K 0.08% 199

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
Amundi
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
Morgan Stanley
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
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Hillsdale Investment Management's BJ Position: Q3 2023 in Review

Hillsdale Investment Management sold out of BJs Wholesale Club (BJ) in Q3 2023, closing a stake of 5,150 shares — an estimated $325K sold.

Hillsdale Investment Management first reported a position in BJ in Q2 2020 and held it in 4 quarters. The position peaked at $3.71M in Q3 2020. 452 funds tracked by Wall St. Rank hold BJ as of Q3 2023.

  • Hillsdale Investment Management reported no remaining BJs Wholesale Club position as of Q3 2023 after selling out during the quarter.
  • Hillsdale Investment Management sold 5,150 BJs Wholesale Club shares in Q3 2023, an estimated $325K.
  • Hillsdale Investment Management first reported a position in BJs Wholesale Club in Q2 2020 and held it in 4 quarters.
  • Hillsdale Investment Management's BJs Wholesale Club position peaked at $3.71M in Q3 2020.
  • 452 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q3 2023.

Based on Hillsdale Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.