O'Neil Global Advisors’s BJs Wholesale Club BJ Stock Holding History

O'Neil Global 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
2022 Q4	–	Sell	-10,405	Closed	-$758K	–	38
2022 Q3	$758K	Buy	+10,405	New	+$746K	3%	9

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

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

RRAM

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

O'Neil Global Advisors's BJ Position: Q4 2022 in Review

O'Neil Global Advisors sold out of BJs Wholesale Club (BJ) in Q4 2022, closing a stake of 10,405 shares — an estimated $758K sold.

O'Neil Global Advisors first reported a position in BJ in Q3 2022 and held it in 1 quarter. The position peaked at $758K in Q3 2022. 499 funds tracked by Wall St. Rank hold BJ as of Q4 2022.

O'Neil Global Advisors reported no remaining BJs Wholesale Club position as of Q4 2022 after selling out during the quarter.
O'Neil Global Advisors sold 10,405 BJs Wholesale Club shares in Q4 2022, an estimated $758K.
O'Neil Global Advisors first reported a position in BJs Wholesale Club in Q3 2022 and held it in 1 quarter.
O'Neil Global Advisors's BJs Wholesale Club position peaked at $758K in Q3 2022.
499 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q4 2022.

Based on O'Neil Global Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.