JG
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Jefferies Group’s BJs Wholesale Club BJ Stock Holding History

Jefferies Group’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
2021
Q3 		– Sell
-260,000
Closed -$12.4M – 1717
2021
Q2 		$12.4M Buy
+260,000
New +$11.9M 0.08% 222

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Jefferies Group's BJ Position: Q3 2022 in Review

Jefferies Group reduced its BJs Wholesale Club (BJ) stake by 49% in Q3 2022, selling an estimated $263K and leaving 3,867 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #1253.

Jefferies Group first reported a position in BJ in Q2 2019 and has held it in 5 quarters since. The position peaked at $5.43M in Q3 2019. 467 funds tracked by Wall St. Rank hold BJ as of Q3 2022.

  • Jefferies Group held 3,867 shares of BJs Wholesale Club worth $282K as of Q3 2022.
  • Jefferies Group sold 3,665 BJs Wholesale Club shares in Q3 2022, an estimated $263K.
  • BJs Wholesale Club made up ﹤0.01% of Jefferies Group's portfolio in Q3 2022, its #1253 holding.
  • Jefferies Group first reported a position in BJs Wholesale Club in Q2 2019 and has held it in 5 quarters since.
  • Jefferies Group's BJs Wholesale Club position peaked at $5.43M in Q3 2019.
  • 467 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.