JIR
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James Investment Research’s BJs Wholesale Club BJ Stock Holding History

James Investment Research’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
2022
Q4 		– Sell
-759
Closed -$55K – 578
2022
Q3 		$55K Buy
+759
New +$54.4K 0.01% 353

Other funds holding BJ

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

James Investment Research's BJ Position: Q4 2022 in Review

James Investment Research sold out of BJs Wholesale Club (BJ) in Q4 2022, closing a stake of 759 shares — an estimated $55K sold.

James Investment Research first reported a position in BJ in Q3 2022 and held it in 1 quarter. The position peaked at $55K in Q3 2022. 499 funds tracked by Wall St. Rank hold BJ as of Q4 2022.

  • James Investment Research reported no remaining BJs Wholesale Club position as of Q4 2022 after selling out during the quarter.
  • James Investment Research sold 759 BJs Wholesale Club shares in Q4 2022, an estimated $55K.
  • James Investment Research first reported a position in BJs Wholesale Club in Q3 2022 and held it in 1 quarter.
  • James Investment Research's BJs Wholesale Club position peaked at $55K in Q3 2022.
  • 499 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q4 2022.

Based on James Investment Research's 13F filing for Q4 2022, filed 30 Jan 2023.