Number of Shares
5,740.00
Current Holdings Value*
$674,790.00
% of Portfolio
2.68%
Total Estimate Gain
$829,609.80
% of Total Estimate Gain
113.09%

YORKTOWN SMALL CAP FUND's BJ's Wholesale Club Holdings Inc Holding Summary

As of 2025-04-30, YORKTOWN SMALL CAP FUND held 5,740.00 shares of BJ's Wholesale Club Holdings Inc(BJ), totaling $674,790.00. This investment constitutes 2.68% of their stock portfolio, and YORKTOWN SMALL CAP FUND now holds 0% of the outstanding BJ's Wholesale Club Holdings Inc(BJ) stock.

The initial trade took place in 2020Q4. And since then YORKTOWN SMALL CAP FUND has made 3 purchases of BJ, at an average price of $41.45, for a total of 17,700.00 shares. In addition, there have been 4 sales at an average price of $80.47 for 11,960.00 shares. Based on historical transaction data and BJ's current price of $104.66, YORKTOWN SMALL CAP FUND's estimated gain on his BJ holdings is $829,609.80, reflecting a 113.09% gain to date.

YORKTOWN SMALL CAP FUND BJ ($104.66) Holding Chart

YORKTOWN SMALL CAP FUND BJ ($104.66) 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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