Number of Shares
90,275.00
Current Holdings Value*
$10.30 Mil
% of Portfolio
1.64%
Total Estimate Gain
$3.98 Mil
% of Total Estimate Gain
13.12%

OPTIMUM SMALL-MID CAP GROWTH FUND's BJ's Wholesale Club Holdings Inc Holding Summary

As of 2025-03-31, OPTIMUM FUND TRUST held 90,275.00 shares of BJ's Wholesale Club Holdings Inc(BJ), totaling $10.30 Mil. This investment constitutes 1.64% of their stock portfolio, and OPTIMUM FUND TRUST now holds 0.07% of the outstanding BJ's Wholesale Club Holdings Inc(BJ) stock.

The initial trade took place in 2021Q3. And since then OPTIMUM SMALL-MID CAP GROWTH FUND has made 6 purchases of BJ, at an average price of $68.08, for a total of 445,873.00 shares. In addition, there have been 6 sales at an average price of $69.87 for 355,598.00 shares. Based on historical transaction data and BJ's current price of $105.18, OPTIMUM SMALL-MID CAP GROWTH FUND's estimated gain on his BJ holdings is $3.98 Mil, reflecting a 13.12% gain to date.

OPTIMUM SMALL-MID CAP GROWTH FUND BJ ($105.18) Holding Chart

OPTIMUM SMALL-MID CAP GROWTH FUND BJ ($105.18) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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