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Surevest’s BJs Wholesale Club BJ Stock Holding History

Surevest’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
2022
Q3 		$12K Buy
+165
New +$11.8K ﹤0.01% 272
2022
Q2 		– Sell
-165
Closed -$11K – 557
2022
Q1 		$11K Hold
165
– – ﹤0.01% 272
2021
Q4 		$11K Buy
+165
New +$10.3K ﹤0.01% 277

Other funds holding BJ

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Surevest's BJ Position: Q3 2022 in Review

Surevest opened a new position in BJs Wholesale Club (BJ) in Q3 2022: 165 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #272 among its holdings. This is a return to the name: Surevest previously reported a position in BJ as recently as Q1 2022.

Surevest first reported a position in BJ in Q4 2021 and has held it in 3 quarters since. 467 funds tracked by Wall St. Rank hold BJ as of Q3 2022.

  • Surevest held 165 shares of BJs Wholesale Club worth $12K as of Q3 2022.
  • BJs Wholesale Club was a new Surevest position in Q3 2022.
  • BJs Wholesale Club made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #272 holding.
  • Surevest first reported a position in BJs Wholesale Club in Q4 2021 and has held it in 3 quarters since.
  • 467 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.