Advisory Research’s Bed Bath & Beyond BBBY Stock Holding History

Advisory Research’s Portfolio BBBY Stock Details BBBY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-13,669	Closed	-$109K	–	307
2019 Q3	$109K	Sell	13,669 -13,014	-49%	-$178K	0.01%	312
2019 Q2	$273K	Sell	26,683 -72,391	-73%	-$677K	0.01%	342
2019 Q1	$1.24M	Buy	+99,074	New	+$1.35M	0.02%	227

Other funds holding BBBY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CIM

Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return

QIM

Quantitative Investment Management Charlottesville, Virginia $963M AUM 12.95% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisory Research's BBBY Position: Q4 2019 in Review

Advisory Research sold out of Bed Bath & Beyond (BBBY) in Q4 2019, closing a stake of 13,669 shares — an estimated $109K sold.

Advisory Research first reported a position in BBBY in Q1 2019 and held it in 3 quarters. The position peaked at $1.24M in Q1 2019. 108 funds tracked by Wall St. Rank hold BBBY as of Q4 2019.

Advisory Research reported no remaining Bed Bath & Beyond position as of Q4 2019 after selling out during the quarter.
Advisory Research sold 13,669 Bed Bath & Beyond shares in Q4 2019, an estimated $109K.
Advisory Research first reported a position in Bed Bath & Beyond in Q1 2019 and held it in 3 quarters.
Advisory Research's Bed Bath & Beyond position peaked at $1.24M in Q1 2019.
108 funds tracked by Wall St. Rank held Bed Bath & Beyond as of Q4 2019.

Based on Advisory Research's 13F filing for Q4 2019, filed 11 Feb 2020.