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River Global Investors’s BJs Wholesale Club BJ Stock Holding History

River Global Investors’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
-11,810
Closed -$787K – 194
2023
Q4 		$787K Sell
11,810
-5,160
-30% -$349K 0.15% 175
2023
Q3 		$1.21M Hold
16,970
– – 0.28% 107
2023
Q2 		$1.07M Hold
16,970
– – 0.21% 137
2023
Q1 		$1.29M Sell
16,970
-300
-2% -$21.8K 0.26% 123
2022
Q4 		$1.14M Sell
17,270
-20,550
-54% -$1.49M 0.25% 125
2022
Q3 		$2.75M Buy
+37,820
New +$2.71M 0.53% 69

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

River Global Investors's BJ Position: Q1 2024 in Review

River Global Investors sold out of BJs Wholesale Club (BJ) in Q1 2024, closing a stake of 11,810 shares — an estimated $787K sold.

River Global Investors first reported a position in BJ in Q3 2022 and held it in 6 quarters. The position peaked at $2.75M in Q3 2022. 482 funds tracked by Wall St. Rank hold BJ as of Q1 2024.

  • River Global Investors reported no remaining BJs Wholesale Club position as of Q1 2024 after selling out during the quarter.
  • River Global Investors sold 11,810 BJs Wholesale Club shares in Q1 2024, an estimated $787K.
  • River Global Investors first reported a position in BJs Wholesale Club in Q3 2022 and held it in 6 quarters.
  • River Global Investors's BJs Wholesale Club position peaked at $2.75M in Q3 2022.
  • 482 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2024.

Based on River Global Investors's 13F filing for Q1 2024, filed 7 May 2024.