LI
BJ icon

LVZ Inc’s BJs Wholesale Club BJ Stock Holding History

LVZ Inc’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
Q4 		– Sell
-5,925
Closed -$489K – 151
2024
Q3 		$489K Buy
5,925
+359
+6% +$30.4K 0.06% 72
2024
Q2 		$489K Sell
5,566
-818
-13% -$66.2K 0.07% 68
2024
Q1 		$483K Sell
6,384
-624
-9% -$43.5K 0.07% 68
2023
Q4 		$467K Buy
7,008
+540
+8% +$36.5K 0.07% 74
2023
Q3 		$462K Sell
6,468
-2,425
-27% -$163K 0.07% 58
2023
Q2 		$560K Buy
8,893
+889
+11% +$61.5K 0.08% 66
2023
Q1 		$609K Sell
8,004
-208
-3% -$15.1K 0.09% 67
2022
Q4 		$543K Buy
8,212
+333
+4% +$24.1K 0.08% 65
2022
Q3 		$574K Sell
7,879
-155
-2% -$11.1K 0.1% 52
2022
Q2 		$501K Buy
8,034
+872
+12% +$54.8K 0.08% 54
2022
Q1 		$484K Buy
7,162
+355
+5% +$22.3K 0.07% 63
2021
Q4 		$456K Buy
6,807
+514
+8% +$32.1K 0.06% 63
2021
Q3 		$346K Buy
6,293
+306
+5% +$16.3K 0.05% 66
2021
Q2 		$285K Sell
5,987
-51
-0.8% -$2.33K 0.04% 82
2021
Q1 		$271K Buy
+6,038
New +$253K 0.04% 85

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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

LVZ Inc's BJ Position: Q4 2024 in Review

LVZ Inc sold out of BJs Wholesale Club (BJ) in Q4 2024, closing a stake of 5,925 shares — an estimated $489K sold.

LVZ Inc first reported a position in BJ in Q1 2021 and held it in 15 quarters. The position peaked at $609K in Q1 2023. 566 funds tracked by Wall St. Rank hold BJ as of Q4 2024.

  • LVZ Inc reported no remaining BJs Wholesale Club position as of Q4 2024 after selling out during the quarter.
  • LVZ Inc sold 5,925 BJs Wholesale Club shares in Q4 2024, an estimated $489K.
  • LVZ Inc first reported a position in BJs Wholesale Club in Q1 2021 and held it in 15 quarters.
  • LVZ Inc's BJs Wholesale Club position peaked at $609K in Q1 2023.
  • 566 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q4 2024.

Based on LVZ Inc's 13F filing for Q4 2024, filed 6 Feb 2025.