Kowal Investment Group’s BJs Wholesale Club BJ Stock Holding History

Kowal Investment 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 Q4	–	Sell	-63	Closed	-$3K	–	216
2021 Q3	$3K	Buy	+63	New	+$3.36K	﹤0.01%	725

Other funds holding BJ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Kowal Investment Group's BJ Position: Q4 2021 in Review

Kowal Investment Group sold out of BJs Wholesale Club (BJ) in Q4 2021, closing a stake of 63 shares — an estimated $3K sold.

Kowal Investment Group first reported a position in BJ in Q3 2021 and held it in 1 quarter. The position peaked at $3K in Q3 2021. 380 funds tracked by Wall St. Rank hold BJ as of Q4 2021.

Kowal Investment Group reported no remaining BJs Wholesale Club position as of Q4 2021 after selling out during the quarter.
Kowal Investment Group sold 63 BJs Wholesale Club shares in Q4 2021, an estimated $3K.
Kowal Investment Group first reported a position in BJs Wholesale Club in Q3 2021 and held it in 1 quarter.
Kowal Investment Group's BJs Wholesale Club position peaked at $3K in Q3 2021.
380 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.