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Disclosery

Avalon Investment & Advisory: BJ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avalon Investment & Advisory on BJ, newest first. How the timeline and the estimate are built.

Avalon Investment & Advisory held 102,338 BJ shares at 2023-03-31 per its 13F-HR filed 2023-05-15.

the latest 13F is the newest step

  1. period ended2023-03-31
    13F 102,338 shares
    Change vs previous 13F -3,972 shares

    0.21% of the 13F portfolio, value $7,784,852.

    13F-HR 0001221362-23-000004 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2022-12-31
    13F 106,310 shares
    Change vs previous 13F -964 shares

    0.2% of the 13F portfolio, value $7,033,000.

    13F-HR 0001221362-23-000002 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2022-09-30
    13F 107,274 shares
    Change vs previous 13F -7,307 shares

    0.24% of the 13F portfolio, value $7,811,000.

    13F-HR 0001221362-22-000004 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2022-06-30
    13F 114,581 shares
    Change vs previous 13F -3,756 shares

    0.2% of the 13F portfolio, value $7,141,000.

    13F-HR 0001221362-22-000003 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2022-03-31
    13F 118,337 shares
    Change vs previous 13F +13,365 shares

    0.19% of the 13F portfolio, value $8,001,000.

    13F-HR 0001221362-22-000002 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2021-12-31
    13F 104,972 shares
    Change vs previous 13F -16,818 shares

    0.17% of the 13F portfolio, value $7,030,000.

    13F-HR 0001420506-22-000430 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2021-09-30
    13F 121,790 shares
    Change vs previous 13F +3,217 shares

    0.15% of the 13F portfolio, value $6,689,000.

    13F-HR 0001171520-21-000475 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2021-06-30
    13F 118,573 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $5,642,000.

    13F-HR 0001221362-21-000008 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).