Lido Advisors’s BJs Wholesale Club BJ Stock Holding History

Lido Advisors’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 Q2	–	Sell	-1,822	Closed	-$139K	–	1223
2023 Q1	$139K	Buy	+1,822	New	+$132K	﹤0.01%	1056
2022 Q1	–	Sell	-7,525	Closed	-$503K	–	997
2021 Q4	$503K	Buy	+7,525	New	+$470K	0.01%	615
2020 Q3	–	Sell	-5,881	Closed	-$219K	–	647
2020 Q2	$219K	Buy	+5,881	New	+$181K	0.01%	529
2019 Q3	–	Sell	-9,056	Closed	-$239K	–	577
2019 Q2	$239K	Buy	+9,056	New	+$241K	0.01%	465

Other funds holding BJ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Lido Advisors's BJ Position: Q2 2023 in Review

Lido Advisors sold out of BJs Wholesale Club (BJ) in Q2 2023, closing a stake of 1,822 shares — an estimated $139K sold.

Lido Advisors first reported a position in BJ in Q2 2019 and held it in 4 quarters. The position peaked at $503K in Q4 2021. 451 funds tracked by Wall St. Rank hold BJ as of Q2 2023.

Lido Advisors reported no remaining BJs Wholesale Club position as of Q2 2023 after selling out during the quarter.
Lido Advisors sold 1,822 BJs Wholesale Club shares in Q2 2023, an estimated $139K.
Lido Advisors first reported a position in BJs Wholesale Club in Q2 2019 and held it in 4 quarters.
Lido Advisors's BJs Wholesale Club position peaked at $503K in Q4 2021.
451 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2023.

Based on Lido Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.