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Simplicity Solutions’s BJs Wholesale Club BJ Stock Holding History

Simplicity Solutions’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
2023
Q4 		$719K Buy
+10,782
New +$730K 0.02% 547
2022
Q4 		– Sell
-3,794
Closed -$276K – 673
2022
Q3 		$276K Buy
+3,794
New +$272K 0.04% 484

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Simplicity Solutions's BJ Position: Q4 2023 in Review

Simplicity Solutions opened a new position in BJs Wholesale Club (BJ) in Q4 2023: 10,782 shares worth $719K. The stake represents 0.02% of the portfolio and ranks #547 among its holdings. This is a return to the name: Simplicity Solutions previously reported a position in BJ as recently as Q3 2022.

Simplicity Solutions first reported a position in BJ in Q3 2022 and has held it in 2 quarters since. 451 funds tracked by Wall St. Rank hold BJ as of Q4 2023.

  • Simplicity Solutions held 10,782 shares of BJs Wholesale Club worth $719K as of Q4 2023.
  • BJs Wholesale Club was a new Simplicity Solutions position in Q4 2023.
  • BJs Wholesale Club made up 0.02% of Simplicity Solutions's portfolio in Q4 2023, its #547 holding.
  • Simplicity Solutions first reported a position in BJs Wholesale Club in Q3 2022 and has held it in 2 quarters since.
  • 451 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.