WRF
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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 – 499
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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $1.47T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return