Schechter Investment Advisors’s BJs Wholesale Club BJ Stock Holding History

Schechter Investment 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
2025 Q1	$208K	Buy	+1,826	New	+$188K	0.02%	547
2024 Q4	–	Sell	-2,622	Closed	-$216K	–	667
2024 Q3	$216K	Sell	2,622 -34	-1%	-$2.88K	0.02%	570
2024 Q2	$233K	Sell	2,656 -41	-2%	-$3.32K	0.02%	525
2024 Q1	$204K	Buy	+2,697	New	+$188K	0.02%	582
2023 Q2	–	Sell	-2,763	Closed	-$210K	–	676
2023 Q1	$210K	Buy	+2,763	New	+$201K	0.02%	607
2022 Q4	–	Sell	-2,876	Closed	-$209K	–	864
2022 Q3	$209K	Buy	+2,876	New	+$206K	0.02%	823

Other funds holding BJ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Schechter Investment Advisors's BJ Position: Q1 2025 in Review

Schechter Investment Advisors opened a new position in BJs Wholesale Club (BJ) in Q1 2025: 1,826 shares worth $208K. The stake represents 0.02% of the portfolio and ranks #547 among its holdings. This is a return to the name: Schechter Investment Advisors previously reported a position in BJ as recently as Q3 2024.

Schechter Investment Advisors first reported a position in BJ in Q3 2022 and has held it in 6 quarters since. The position peaked at $233K in Q2 2024. 630 funds tracked by Wall St. Rank hold BJ as of Q1 2025.

Schechter Investment Advisors held 1,826 shares of BJs Wholesale Club worth $208K as of Q1 2025.
BJs Wholesale Club was a new Schechter Investment Advisors position in Q1 2025.
BJs Wholesale Club made up 0.02% of Schechter Investment Advisors's portfolio in Q1 2025, its #547 holding.
Schechter Investment Advisors first reported a position in BJs Wholesale Club in Q3 2022 and has held it in 6 quarters since.
Schechter Investment Advisors's BJs Wholesale Club position peaked at $233K in Q2 2024.
630 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.