Y-Intercept (HK)’s BJs Wholesale Club BJ Stock Holding History

Y-Intercept (HK)’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
2026 Q1	–	Sell	-18,029	Closed	-$1.62M	–	1569
2025 Q4	$1.62M	Sell	18,029 -44,971	-71%	-$4.13M	0.04%	724
2025 Q3	$5.87M	Buy	+63,000	New	+$6.44M	0.14%	162
2025 Q1	–	Sell	-8,371	Closed	-$748K	–	1212
2024 Q4	$748K	Buy	8,371 +2,092	+33%	+$189K	0.05%	548
2024 Q3	$518K	Buy	+6,279	New	+$531K	0.03%	756
2024 Q2	–	Sell	-14,242	Closed	-$1.08M	–	1408
2024 Q1	$1.08M	Buy	+14,242	New	+$993K	0.08%	358
2023 Q4	–	Sell	-3,676	Closed	-$262K	–	1238
2023 Q3	$262K	Buy	+3,676	New	+$247K	0.03%	817
2023 Q2	–	Sell	-25,118	Closed	-$1.91M	–	1280
2023 Q1	$1.91M	Buy	+25,118	New	+$1.82M	0.22%	96
2022 Q4	–	Sell	-7,767	Closed	-$566K	–	1009
2022 Q3	$566K	Sell	7,767 -3,183	-29%	-$228K	0.06%	484
2022 Q2	$682K	Buy	+10,950	New	+$688K	0.09%	331
2021 Q4	–	Sell	-7,481	Closed	-$411K	–	589
2021 Q3	$411K	Buy	7,481 +2,354	+46%	+$126K	0.07%	386
2021 Q2	$244K	Sell	5,127 -3,450	-40%	-$158K	0.06%	478
2021 Q1	$385K	Buy	+8,577	New	+$360K	0.1%	319

Other funds holding BJ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Y-Intercept (HK)'s BJ Position: Q1 2026 in Review

Y-Intercept (HK) sold out of BJs Wholesale Club (BJ) in Q1 2026, closing a stake of 18,029 shares — an estimated $1.62M sold.

Y-Intercept (HK) first reported a position in BJ in Q1 2021 and held it in 12 quarters. The position peaked at $5.87M in Q3 2025. 624 funds tracked by Wall St. Rank hold BJ as of Q1 2026.

Y-Intercept (HK) reported no remaining BJs Wholesale Club position as of Q1 2026 after selling out during the quarter.
Y-Intercept (HK) sold 18,029 BJs Wholesale Club shares in Q1 2026, an estimated $1.62M.
Y-Intercept (HK) first reported a position in BJs Wholesale Club in Q1 2021 and held it in 12 quarters.
Y-Intercept (HK)'s BJs Wholesale Club position peaked at $5.87M in Q3 2025.
624 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2026.

Based on Y-Intercept (HK)'s 13F filing for Q1 2026, filed 27 Apr 2026.