AR
BBBY

Advisory Research’s Bed Bath & Beyond Inc 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
2020
Q1 		– Sell
-66,002
Closed -$1.14M – 358
2019
Q4 		$1.14M Buy
+66,002
New +$924K 0.05% 176
2015
Q4 		– Sell
-7,204
Closed -$411K – 300
2015
Q3 		$411K Sell
7,204
-210,491
-97% -$13.4M 0.01% 265
2015
Q2 		$15M Sell
217,695
-7,709
-3% -$552K 0.17% 135
2015
Q1 		$17.3M Sell
225,404
-142,680
-39% -$10.8M 0.19% 115
2014
Q4 		$28M Sell
368,084
-52,813
-13% -$3.69M 0.29% 83
2014
Q3 		$27.7M Buy
420,897
+122,829
+41% +$7.72M 0.27% 87
2014
Q2 		$17.1M Buy
298,068
+44,607
+18% +$2.78M 0.16% 129
2014
Q1 		$17.4M Sell
253,461
-89,846
-26% -$6.08M 0.18% 122
2013
Q4 		$27.6M Buy
343,307
+745
+0.2% +$57.6K 0.28% 91
2013
Q3 		$26.5M Sell
342,562
-71,247
-17% -$5.34M 0.29% 88
2013
Q2 		$29.4M Buy
+413,809
New +$28.2M 0.33% 78

Other funds holding BBBY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPAM
Legion Partners Asset Management Los Angeles, California $138M AUM 53.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

Advisory Research's BBBY Position: Q1 2020 in Review

Advisory Research sold out of Bed Bath & Beyond Inc (BBBY) in Q1 2020, closing a stake of 66,002 shares — an estimated $1.14M sold.

Advisory Research first reported a position in BBBY in Q2 2013 and held it in 11 quarters. The position peaked at $29.4M in Q2 2013. 270 funds tracked by Wall St. Rank hold BBBY as of Q1 2020.

  • Advisory Research reported no remaining Bed Bath & Beyond Inc position as of Q1 2020 after selling out during the quarter.
  • Advisory Research sold 66,002 Bed Bath & Beyond Inc shares in Q1 2020, an estimated $1.14M.
  • Advisory Research first reported a position in Bed Bath & Beyond Inc in Q2 2013 and held it in 11 quarters.
  • Advisory Research's Bed Bath & Beyond Inc position peaked at $29.4M in Q2 2013.
  • 270 funds tracked by Wall St. Rank held Bed Bath & Beyond Inc as of Q1 2020.

Based on Advisory Research's 13F filing for Q1 2020, filed 12 May 2020.