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Waddell & Reed Financial’s BJs Wholesale Club BJ Stock Holding History

Waddell & Reed Financial’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
2021
Q1 		$37.4M Buy
833,216
+86
+0% +$3.61K 0.08% 297
2020
Q4 		$31.1M Sell
833,130
-7,173
-0.9% -$287K 0.07% 315
2020
Q3 		$34.9M Buy
+840,303
New +$34.7M 0.08% 264
2018
Q4 		– Sell
-65,000
Closed -$1.74M – 498
2018
Q3 		$1.74M Sell
65,000
-60,000
-48% -$1.61M ﹤0.01% 522
2018
Q2 		$2.96M Buy
+125,000
New +$2.85M 0.01% 509

Other funds holding BJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Waddell & Reed Financial's BJ Position: Q1 2021 in Review

Waddell & Reed Financial increased its BJs Wholesale Club (BJ) stake by 0.01% in Q1 2021, buying an estimated $3.61K and bringing the position to 833,216 shares worth $37.4M. The position accounts for 0.08% of the portfolio, ranked #297.

Waddell & Reed Financial first reported a position in BJ in Q2 2018 and has held it in 5 quarters since. 305 funds tracked by Wall St. Rank hold BJ as of Q1 2021.

  • Waddell & Reed Financial held 833,216 shares of BJs Wholesale Club worth $37.4M as of Q1 2021.
  • Waddell & Reed Financial bought 86 BJs Wholesale Club shares in Q1 2021, an estimated $3.61K.
  • BJs Wholesale Club made up 0.08% of Waddell & Reed Financial's portfolio in Q1 2021, its #297 holding.
  • Waddell & Reed Financial first reported a position in BJs Wholesale Club in Q2 2018 and has held it in 5 quarters since.
  • 305 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.