Stevard LLC’s BJs Wholesale Club BJ Stock Holding History

Stevard LLC’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
2020 Q4	–	Sell	-6,727	Closed	-$280K	–	83
2020 Q3	$280K	Hold	6,727	–	–	0.12%	118
2020 Q2	$251K	Buy	+6,727	New	+$207K	0.13%	116

Other funds holding BJ

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

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

Stevard LLC's BJ Position: Q4 2020 in Review

Stevard LLC sold out of BJs Wholesale Club (BJ) in Q4 2020, closing a stake of 6,727 shares — an estimated $280K sold.

Stevard LLC first reported a position in BJ in Q2 2020 and held it in 2 quarters. The position peaked at $280K in Q3 2020. 329 funds tracked by Wall St. Rank hold BJ as of Q4 2020.

Stevard LLC reported no remaining BJs Wholesale Club position as of Q4 2020 after selling out during the quarter.
Stevard LLC sold 6,727 BJs Wholesale Club shares in Q4 2020, an estimated $280K.
Stevard LLC first reported a position in BJs Wholesale Club in Q2 2020 and held it in 2 quarters.
Stevard LLC's BJs Wholesale Club position peaked at $280K in Q3 2020.
329 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q4 2020.

Based on Stevard LLC's 13F filing for Q4 2020, filed 12 Feb 2021.