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Leonard Green & Partners’s BJs Wholesale Club BJ Stock Holding History

Leonard Green & Partners’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
2019
Q3 		– Sell
-9,977,024
Closed -$263M – 27
2019
Q2 		$263M Sell
9,977,024
-8,750,000
-47% -$233M 40.93% 1
2019
Q1 		$513M Sell
18,727,024
-9,775,000
-34% -$249M 48.73% 1
2018
Q4 		$632M Sell
28,502,024
-15,034,658
-35% -$345M 64.58% 1
2018
Q3 		$1.17B Hold
43,536,682
– – 67.48% 1
2018
Q2 		$1.03B Buy
+43,536,682
New +$994M 55.98% 1

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SCM
Sirios Capital Management Boston, Massachusetts $825M AUM 50.18% 1-Year Est. Return

Leonard Green & Partners's BJ Position: Q3 2019 in Review

Leonard Green & Partners sold out of BJs Wholesale Club (BJ) in Q3 2019, closing a stake of 9,977,024 shares — an estimated $263M sold.

Leonard Green & Partners first reported a position in BJ in Q2 2018 and held it in 5 quarters. The position peaked at $1.17B in Q3 2018. 211 funds tracked by Wall St. Rank hold BJ as of Q3 2019.

  • Leonard Green & Partners reported no remaining BJs Wholesale Club position as of Q3 2019 after selling out during the quarter.
  • Leonard Green & Partners sold 9,977,024 BJs Wholesale Club shares in Q3 2019, an estimated $263M.
  • Leonard Green & Partners first reported a position in BJs Wholesale Club in Q2 2018 and held it in 5 quarters.
  • Leonard Green & Partners's BJs Wholesale Club position peaked at $1.17B in Q3 2018.
  • 211 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q3 2019.

Based on Leonard Green & Partners's 13F filing for Q3 2019, filed 14 Nov 2019.