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Psagot Value Holdings’s BJs Wholesale Club BJ Stock Holding History

Psagot Value Holdings’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
Q1 		– Sell
-1,200
Closed -$80K – 185
2023
Q4 		$80K Buy
+1,200
New +$81.2K 0.03% 206
2022
Q2 		– Sell
-2,146
Closed -$145K – 330
2022
Q1 		$145K Hold
2,146
– – 0.03% 229
2021
Q4 		$144K Buy
+2,146
New +$134K 0.03% 241
2021
Q1 		– Sell
-4,669
Closed -$174K – 364
2020
Q4 		$174K Hold
4,669
– – ﹤0.01% 257
2020
Q3 		$194K Sell
4,669
-456
-9% -$18.9K ﹤0.01% 262
2020
Q2 		$191K Hold
5,125
– – 0.01% 243
2020
Q1 		$131K Sell
5,125
-769
-13% -$17.3K 0.01% 253
2019
Q4 		$134K Buy
5,894
+4,786
+432% +$118K ﹤0.01% 308
2019
Q3 		$29K Buy
+1,108
New +$27.6K ﹤0.01% 338

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Psagot Value Holdings's BJ Position: Q1 2024 in Review

Psagot Value Holdings sold out of BJs Wholesale Club (BJ) in Q1 2024, closing a stake of 1,200 shares — an estimated $80K sold.

Psagot Value Holdings first reported a position in BJ in Q3 2019 and held it in 9 quarters. The position peaked at $194K in Q3 2020. 482 funds tracked by Wall St. Rank hold BJ as of Q1 2024.

  • Psagot Value Holdings reported no remaining BJs Wholesale Club position as of Q1 2024 after selling out during the quarter.
  • Psagot Value Holdings sold 1,200 BJs Wholesale Club shares in Q1 2024, an estimated $80K.
  • Psagot Value Holdings first reported a position in BJs Wholesale Club in Q3 2019 and held it in 9 quarters.
  • Psagot Value Holdings's BJs Wholesale Club position peaked at $194K in Q3 2020.
  • 482 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2024.

Based on Psagot Value Holdings's 13F filing for Q1 2024, filed 15 May 2024.