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Lee Financial’s BJs Wholesale Club BJ Stock Holding History

Lee Financial’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
Q1 		– Sell
-360
Closed -$24K – 233
2023
Q4 		$24K Hold
360
– – ﹤0.01% 295
2023
Q3 		$25.7K Hold
360
– – ﹤0.01% 275
2023
Q2 		$22.7K Hold
360
– – ﹤0.01% 286
2023
Q1 		$27.4K Hold
360
– – ﹤0.01% 279
2022
Q4 		$23.8K Sell
360
-22
-6% -$1.59K ﹤0.01% 319
2022
Q3 		$28K Sell
382
-30
-7% -$2.15K 0.01% 293
2022
Q2 		$26K Buy
412
+2
+0.5% +$126 ﹤0.01% 302
2022
Q1 		$28K Sell
410
-105
-20% -$6.59K 0.01% 294
2021
Q4 		$34K Sell
515
-5
-1% -$312 0.01% 299
2021
Q3 		$29K Hold
520
– – 0.01% 280
2021
Q2 		$25K Hold
520
– – 0.01% 293
2021
Q1 		$23K Buy
520
+85
+20% +$3.56K 0.01% 287
2020
Q4 		$16K Hold
435
– – ﹤0.01% 315
2020
Q3 		$18K Hold
435
– – 0.01% 315
2020
Q2 		$16K Sell
435
-110
-20% -$3.38K ﹤0.01% 302
2020
Q1 		$14K Buy
545
+40
+8% +$899 ﹤0.01% 257
2019
Q4 		$11K Buy
505
+140
+38% +$3.46K ﹤0.01% 328
2019
Q3 		$9K Buy
+365
New +$9.09K ﹤0.01% 354

Other funds holding BJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Lee Financial's BJ Position: Q1 2024 in Review

Lee Financial sold out of BJs Wholesale Club (BJ) in Q1 2024, closing a stake of 360 shares — an estimated $24K sold.

Lee Financial first reported a position in BJ in Q3 2019 and held it in 18 quarters. The position peaked at $34K in Q4 2021. 482 funds tracked by Wall St. Rank hold BJ as of Q1 2024.

  • Lee Financial reported no remaining BJs Wholesale Club position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 360 BJs Wholesale Club shares in Q1 2024, an estimated $24K.
  • Lee Financial first reported a position in BJs Wholesale Club in Q3 2019 and held it in 18 quarters.
  • Lee Financial's BJs Wholesale Club position peaked at $34K in Q4 2021.
  • 482 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.