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Leuthold Group’s BJs Wholesale Club BJ Stock Holding History

Leuthold 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
2023
Q1 		– Sell
-103,371
Closed -$6.84M – 197
2022
Q4 		$6.84M Sell
103,371
-2,428
-2% -$176K 0.92% 35
2022
Q3 		$7.7M Sell
105,799
-2,116
-2% -$152K 1.16% 18
2022
Q2 		$6.72M Sell
107,915
-2,715
-2% -$171K 0.95% 27
2022
Q1 		$7.48M Sell
110,630
-413
-0.4% -$25.9K 0.96% 29
2021
Q4 		$7.44M Sell
111,043
-1,870
-2% -$117K 0.87% 34
2021
Q3 		$6.2M Buy
+112,913
New +$6.03M 0.76% 43

Other funds holding BJ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Leuthold Group's BJ Position: Q1 2023 in Review

Leuthold Group sold out of BJs Wholesale Club (BJ) in Q1 2023, closing a stake of 103,371 shares — an estimated $6.84M sold.

Leuthold Group first reported a position in BJ in Q3 2021 and held it in 6 quarters. The position peaked at $7.7M in Q3 2022. 514 funds tracked by Wall St. Rank hold BJ as of Q1 2023.

  • Leuthold Group reported no remaining BJs Wholesale Club position as of Q1 2023 after selling out during the quarter.
  • Leuthold Group sold 103,371 BJs Wholesale Club shares in Q1 2023, an estimated $6.84M.
  • Leuthold Group first reported a position in BJs Wholesale Club in Q3 2021 and held it in 6 quarters.
  • Leuthold Group's BJs Wholesale Club position peaked at $7.7M in Q3 2022.
  • 514 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2023.

Based on Leuthold Group's 13F filing for Q1 2023, filed 18 Apr 2023.