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

Kelly 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 Q3	–	Sell	-95	Closed	-$8.35K	–	183
2024 Q2	$8.35K	Hold	95	–	–	﹤0.01%	437
2024 Q1	$7.19K	Hold	95	–	–	﹤0.01%	465
2023 Q4	$6.33K	Hold	95	–	–	﹤0.01%	448
2023 Q3	$6.78K	Hold	95	–	–	﹤0.01%	422
2023 Q2	$5.99K	Hold	95	–	–	﹤0.01%	427
2023 Q1	$7.23K	Hold	95	–	–	﹤0.01%	386
2022 Q4	$6.29K	Hold	95	–	–	﹤0.01%	372
2022 Q3	$6.92K	Hold	95	–	–	﹤0.01%	361
2022 Q2	$5.92K	Hold	95	–	–	﹤0.01%	378
2022 Q1	$6.42K	Hold	95	–	–	﹤0.01%	395
2021 Q4	$6.36K	Hold	95	–	–	﹤0.01%	403
2021 Q3	$5.22K	Sell	95 -4,425	-98%	-$236K	﹤0.01%	411
2021 Q2	$95K	Buy	4,520 +4,425	+4,658%	+$203K	﹤0.01%	396
2021 Q1	$4.26K	Hold	95	–	–	﹤0.01%	417
2020 Q4	$3.54K	Hold	95	–	–	﹤0.01%	412
2020 Q3	$3.95K	Hold	95	–	–	﹤0.01%	364
2020 Q2	$3.54K	Hold	95	–	–	﹤0.01%	373
2020 Q1	$2.42K	Hold	95	–	–	﹤0.01%	371
2019 Q4	$2.16K	Hold	95	–	–	﹤0.01%	404
2019 Q3	$2.46K	Hold	95	–	–	﹤0.01%	373
2019 Q2	$2.51K	Hold	95	–	–	﹤0.01%	358
2019 Q1	$2.6K	Buy	+95	New	+$2.42K	﹤0.01%	347

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

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

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Kelly Financial Services's BJ Position: Q3 2024 in Review

Kelly Financial Services sold out of BJs Wholesale Club (BJ) in Q3 2024, closing a stake of 95 shares — an estimated $8.35K sold.

Kelly Financial Services first reported a position in BJ in Q1 2019 and held it in 22 quarters. The position peaked at $95K in Q2 2021. 519 funds tracked by Wall St. Rank hold BJ as of Q3 2024.

Kelly Financial Services reported no remaining BJs Wholesale Club position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 95 BJs Wholesale Club shares in Q3 2024, an estimated $8.35K.
Kelly Financial Services first reported a position in BJs Wholesale Club in Q1 2019 and held it in 22 quarters.
Kelly Financial Services's BJs Wholesale Club position peaked at $95K in Q2 2021.
519 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.