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Systematic Alpha Investments’s BJs Wholesale Club BJ Stock Holding History

Systematic Alpha Investments’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
Q4 		– Sell
-3,500
Closed -$255K – 216
2022
Q3 		$255K Hold
3,500
– – 0.02% 189
2022
Q2 		$218K Buy
+3,500
New +$220K 0.01% 200

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Systematic Alpha Investments's BJ Position: Q4 2022 in Review

Systematic Alpha Investments sold out of BJs Wholesale Club (BJ) in Q4 2022, closing a stake of 3,500 shares — an estimated $255K sold.

Systematic Alpha Investments first reported a position in BJ in Q2 2022 and held it in 2 quarters. The position peaked at $255K in Q3 2022. 499 funds tracked by Wall St. Rank hold BJ as of Q4 2022.

  • Systematic Alpha Investments reported no remaining BJs Wholesale Club position as of Q4 2022 after selling out during the quarter.
  • Systematic Alpha Investments sold 3,500 BJs Wholesale Club shares in Q4 2022, an estimated $255K.
  • Systematic Alpha Investments first reported a position in BJs Wholesale Club in Q2 2022 and held it in 2 quarters.
  • Systematic Alpha Investments's BJs Wholesale Club position peaked at $255K in Q3 2022.
  • 499 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q4 2022.

Based on Systematic Alpha Investments's 13F filing for Q4 2022, filed 7 Feb 2023.