TIAA Trust, National Association
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TIAA Trust, National Association’s BJs Wholesale Club BJ Stock Holding History

TIAA Trust, National Association’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
Q4 		– Sell
-6,611
Closed -$472K – 593
2023
Q3 		$472K Buy
+6,611
New +$445K ﹤0.01% 418

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

TIAA Trust, National Association's BJ Position: Q4 2023 in Review

TIAA Trust, National Association sold out of BJs Wholesale Club (BJ) in Q4 2023, closing a stake of 6,611 shares — an estimated $472K sold.

TIAA Trust, National Association first reported a position in BJ in Q3 2023 and held it in 1 quarter. The position peaked at $472K in Q3 2023. 451 funds tracked by Wall St. Rank hold BJ as of Q4 2023.

  • TIAA Trust, National Association reported no remaining BJs Wholesale Club position as of Q4 2023 after selling out during the quarter.
  • TIAA Trust, National Association sold 6,611 BJs Wholesale Club shares in Q4 2023, an estimated $472K.
  • TIAA Trust, National Association first reported a position in BJs Wholesale Club in Q3 2023 and held it in 1 quarter.
  • TIAA Trust, National Association's BJs Wholesale Club position peaked at $472K in Q3 2023.
  • 451 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q4 2023.

Based on TIAA Trust, National Association's 13F filing for Q4 2023, filed 23 Jan 2024.