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Oliver Luxxe Assets’s BJs Wholesale Club BJ Stock Holding History

Oliver Luxxe Assets’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
2025
Q4 		– Sell
-26,023
Closed -$2.43M – 190
2025
Q3 		$2.43M Buy
26,023
+9,984
+62% +$1.02M 0.38% 91
2025
Q2 		$1.73M Buy
+16,039
New +$1.83M 0.31% 108
2019
Q4 		– Sell
-42,186
Closed -$1.03M – 127
2019
Q3 		$1.03M Sell
42,186
-39
-0.1% -$971 0.6% 55
2019
Q2 		$1.09M Buy
42,225
+6,495
+18% +$173K 0.61% 57
2019
Q1 		$979K Buy
35,730
+2,585
+8% +$65.9K 0.57% 60
2018
Q4 		$734K Buy
33,145
+5,030
+18% +$116K 0.49% 62
2018
Q3 		$702K Buy
+28,115
New +$752K 0.4% 67

Other funds holding BJ

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return