SFG
BJ icon

Steward Financial Group’s BJs Wholesale Club BJ Stock Holding History

Steward Financial Group’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
Q3 		$9K Buy
+138
New +$9.29K ﹤0.01% 395
2023
Q2 		– Sell
-116
Closed -$8K – 519
2023
Q1 		$8K Buy
116
+44
+61% +$3.2K ﹤0.01% 221
2022
Q4 		$4K Buy
+72
New +$5.22K ﹤0.01% 216
2022
Q3 		– Sell
-60
Closed -$3K – 219
2022
Q2 		$3K Buy
+60
New +$3.77K ﹤0.01% 420

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Steward Financial Group's BJ Position: Q3 2023 in Review

Steward Financial Group opened a new position in BJs Wholesale Club (BJ) in Q3 2023: 138 shares worth $9K. The stake represents ﹤0.01% of the portfolio and ranks #395 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in BJ as recently as Q1 2023.

Steward Financial Group first reported a position in BJ in Q2 2022 and has held it in 4 quarters since. 452 funds tracked by Wall St. Rank hold BJ as of Q3 2023.

  • Steward Financial Group held 138 shares of BJs Wholesale Club worth $9K as of Q3 2023.
  • BJs Wholesale Club was a new Steward Financial Group position in Q3 2023.
  • BJs Wholesale Club made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #395 holding.
  • Steward Financial Group first reported a position in BJs Wholesale Club in Q2 2022 and has held it in 4 quarters since.
  • 452 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.