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Sterling Manor Financial’s BJs Wholesale Club BJ Stock Holding History

Sterling Manor Financial’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
2021
Q4 		– Sell
-10,556
Closed -$580K – 79
2021
Q3 		$580K Buy
+10,556
New +$563K 0.48% 30

Other funds holding BJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Sterling Manor Financial's BJ Position: Q4 2021 in Review

Sterling Manor Financial sold out of BJs Wholesale Club (BJ) in Q4 2021, closing a stake of 10,556 shares — an estimated $580K sold.

Sterling Manor Financial first reported a position in BJ in Q3 2021 and held it in 1 quarter. The position peaked at $580K in Q3 2021. 380 funds tracked by Wall St. Rank hold BJ as of Q4 2021.

  • Sterling Manor Financial reported no remaining BJs Wholesale Club position as of Q4 2021 after selling out during the quarter.
  • Sterling Manor Financial sold 10,556 BJs Wholesale Club shares in Q4 2021, an estimated $580K.
  • Sterling Manor Financial first reported a position in BJs Wholesale Club in Q3 2021 and held it in 1 quarter.
  • Sterling Manor Financial's BJs Wholesale Club position peaked at $580K in Q3 2021.
  • 380 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q4 2021.

Based on Sterling Manor Financial's 13F filing for Q4 2021, filed 21 Jan 2022.