Ownership history in JSF Financial, LLC Β· 7 quarters on record
This page tracks every 13F SEC filing in which JSF Financial, LLC reported a position in BJS WHSL CLUB HLDGS INC (BJ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π JSF Financial, LLC underperformed the S&P 500 by β9.6% annually on this BJ position. Timing score: 40% (2/5 decisions correct). Average cost basis: $93.61. Maximum drawdown during holding period: β18.3%.
β Significantly underperformed the S&P 500 by 9.6% ann.
5 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
2 of 5 add/trim decisions correct
Best entry: $82.48 (2024 Q3) Β· Worst: $114.10 (2025 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
7 adds Β· 0 trims. Bought during 3 of 3 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.25% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size