Lee Financial’s BJ's Restaurants BJRI Stock Holding History

Lee Financial’s Portfolio BJRI Stock Details BJRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-225	Closed	-$9K	–	483
2019 Q4	$9K	Hold	225	–	–	﹤0.01%	359
2019 Q3	$9K	Buy	225 +35	+18%	+$1.35K	﹤0.01%	355
2019 Q2	$8K	Buy	190 +40	+27%	+$1.83K	﹤0.01%	381
2019 Q1	$7K	Hold	150	–	–	﹤0.01%	384
2018 Q4	$8K	Sell	150 -15	-9%	-$905	﹤0.01%	310
2018 Q3	$12K	Hold	165	–	–	﹤0.01%	299
2018 Q2	$10K	Hold	165	–	–	﹤0.01%	476
2018 Q1	$7K	Hold	165	–	–	﹤0.01%	557
2017 Q4	$6K	Hold	165	–	–	﹤0.01%	412
2017 Q3	$5K	Hold	165	–	–	﹤0.01%	405
2017 Q2	$6K	Buy	165 +25	+18%	+$1.06K	﹤0.01%	382
2017 Q1	$6K	Hold	140	–	–	﹤0.01%	335
2016 Q4	$6K	Buy	+140	New	+$5.22K	﹤0.01%	352

Other funds holding BJRI

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

RCAMU

Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Lee Financial's BJRI Position: Q1 2020 in Review

Lee Financial sold out of BJ's Restaurants (BJRI) in Q1 2020, closing a stake of 225 shares — an estimated $9K sold.

Lee Financial first reported a position in BJRI in Q4 2016 and held it in 13 quarters. The position peaked at $12K in Q3 2018. 140 funds tracked by Wall St. Rank hold BJRI as of Q1 2020.

Lee Financial reported no remaining BJ's Restaurants position as of Q1 2020 after selling out during the quarter.
Lee Financial sold 225 BJ's Restaurants shares in Q1 2020, an estimated $9K.
Lee Financial first reported a position in BJ's Restaurants in Q4 2016 and held it in 13 quarters.
Lee Financial's BJ's Restaurants position peaked at $12K in Q3 2018.
140 funds tracked by Wall St. Rank held BJ's Restaurants as of Q1 2020.

Based on Lee Financial's 13F filing for Q1 2020, filed 7 May 2020.