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Kula Investments’s BJs Wholesale Club BJ Stock Holding History

Kula Investments’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
Q1 		$738K Sell
9,697
-4,607
-32% -$335K 0.18% 204
2022
Q4 		$946K Buy
+14,304
New +$1.04M 0.28% 60

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
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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Kula Investments's BJ Position: Q1 2023 in Review

Kula Investments reduced its BJs Wholesale Club (BJ) stake by 32% in Q1 2023, selling an estimated $335K and leaving 9,697 shares worth $738K. The position accounts for 0.18% of the portfolio, ranked #204.

Kula Investments first reported a position in BJ in Q4 2022 and has held it in 2 quarters since. The position peaked at $946K in Q4 2022. 514 funds tracked by Wall St. Rank hold BJ as of Q1 2023.

  • Kula Investments held 9,697 shares of BJs Wholesale Club worth $738K as of Q1 2023.
  • Kula Investments sold 4,607 BJs Wholesale Club shares in Q1 2023, an estimated $335K.
  • BJs Wholesale Club made up 0.18% of Kula Investments's portfolio in Q1 2023, its #204 holding.
  • Kula Investments first reported a position in BJs Wholesale Club in Q4 2022 and has held it in 2 quarters since.
  • Kula Investments's BJs Wholesale Club position peaked at $946K in Q4 2022.
  • 514 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.