Number of Shares
551,337.00
Current Holdings Value*
$64.82 Mil
% of Portfolio
0.81%
Total Estimate Gain
$27.86 Mil
% of Total Estimate Gain
50.19%

Old Westbury Small & Mid Cap Strategies Fund's BJ's Wholesale Club Holdings Inc Holding Summary

As of 2025-04-30, OLD WESTBURY FUNDS INC held 551,337.00 shares of BJ's Wholesale Club Holdings Inc(BJ), totaling $64.82 Mil. This investment constitutes 0.81% of their stock portfolio, and OLD WESTBURY FUNDS INC now holds 0.42% of the outstanding BJ's Wholesale Club Holdings Inc(BJ) stock.

The initial trade took place in 2022Q3. And since then Old Westbury Small & Mid Cap Strategies Fund has made 5 purchases of BJ, at an average price of $66.91, for a total of 829,784.00 shares. In addition, there have been 5 sales at an average price of $92.85 for 278,447.00 shares. Based on historical transaction data and BJ's current price of $104.35, Old Westbury Small & Mid Cap Strategies Fund's estimated gain on his BJ holdings is $27.86 Mil, reflecting a 50.19% gain to date.

Old Westbury Small & Mid Cap Strategies Fund BJ ($104.35) Holding Chart

Old Westbury Small & Mid Cap Strategies Fund BJ ($104.35) 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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