SQA
BJ icon

Simon Quick Advisors’s BJs Wholesale Club BJ Stock Holding History

Simon Quick 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
2026
Q1 		$3.16M Sell
32,152
-369
-1% -$35.6K 0.14% 110
2025
Q4 		$2.93M Buy
32,521
+3,229
+11% +$296K 0.13% 107
2025
Q3 		$2.73M Buy
29,292
+277
+1% +$28.3K 0.12% 112
2025
Q2 		$3.13M Buy
29,015
+747
+3% +$85.1K 0.16% 90
2025
Q1 		$3.23M Buy
28,268
+2,285
+9% +$235K 0.18% 62
2024
Q4 		$2.32M Buy
25,983
+5
+0% +$452 0.14% 73
2024
Q3 		$2.14M Buy
25,978
+1,974
+8% +$167K 0.14% 79
2024
Q2 		$2.11M Sell
24,004
-58,797
-71% -$4.76M 0.15% 72
2024
Q1 		$6.26M Buy
+82,801
New +$5.77M 0.47% 32

Other funds holding BJ

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return