J. Goldman & Co’s BJs Wholesale Club BJ Stock Holding History

J. Goldman & Co’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	-257,619	Closed	-$16.2M	–	372
2023 Q2	$16.2M	Buy	+257,619	New	+$17.8M	0.59%	47
2020 Q2	–	Sell	-308,382	Closed	-$7.85M	–	264
2020 Q1	$7.85M	Buy	+308,382	New	+$6.93M	0.95%	26
2019 Q4	–	Sell	-514,590	Closed	-$13.3M	–	259
2019 Q3	$13.3M	Sell	514,590 -384,968	-43%	-$9.59M	1%	25
2019 Q2	$23.7M	Buy	899,558 +472,275	+111%	+$12.6M	1.65%	7
2019 Q1	$11.7M	Sell	427,283 -184,776	-30%	-$4.71M	0.66%	42
2018 Q4	$13.6M	Buy	+612,059	New	+$14.1M	1.05%	21

Other funds holding BJ

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 $5.72T AUM 30.48% 1-Year Est. Return

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

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

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 New York $115B AUM 24.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

J. Goldman & Co's BJ Position: Q3 2023 in Review

J. Goldman & Co sold out of BJs Wholesale Club (BJ) in Q3 2023, closing a stake of 257,619 shares — an estimated $16.2M sold.

J. Goldman & Co first reported a position in BJ in Q4 2018 and held it in 6 quarters. The position peaked at $23.7M in Q2 2019. 452 funds tracked by Wall St. Rank hold BJ as of Q3 2023.

J. Goldman & Co reported no remaining BJs Wholesale Club position as of Q3 2023 after selling out during the quarter.
J. Goldman & Co sold 257,619 BJs Wholesale Club shares in Q3 2023, an estimated $16.2M.
J. Goldman & Co first reported a position in BJs Wholesale Club in Q4 2018 and held it in 6 quarters.
J. Goldman & Co's BJs Wholesale Club position peaked at $23.7M in Q2 2019.
452 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q3 2023.

Based on J. Goldman & Co's 13F filing for Q3 2023, filed 14 Nov 2023.