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Advisory Research’s Best Buy BBY Stock Holding History

Advisory Research’s Portfolio BBY Stock Details BBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-8,541
Closed -$852K – 345
2020
Q4 		$852K Sell
8,541
-3,875
-31% -$433K 0.06% 210
2020
Q3 		$1.38M Buy
12,416
+8,293
+201% +$848K 0.13% 140
2020
Q2 		$360K Buy
+4,123
New +$313K 0.03% 268
2014
Q2 		– Sell
-2,597
Closed -$69K – 363
2014
Q1 		$69K Buy
+2,597
New +$71.1K ﹤0.01% 546

Other funds holding BBY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Advisory Research's BBY Position: Q1 2021 in Review

Advisory Research sold out of Best Buy (BBY) in Q1 2021, closing a stake of 8,541 shares — an estimated $852K sold.

Advisory Research first reported a position in BBY in Q1 2014 and held it in 4 quarters. The position peaked at $1.38M in Q3 2020. 766 funds tracked by Wall St. Rank hold BBY as of Q1 2021.

  • Advisory Research reported no remaining Best Buy position as of Q1 2021 after selling out during the quarter.
  • Advisory Research sold 8,541 Best Buy shares in Q1 2021, an estimated $852K.
  • Advisory Research first reported a position in Best Buy in Q1 2014 and held it in 4 quarters.
  • Advisory Research's Best Buy position peaked at $1.38M in Q3 2020.
  • 766 funds tracked by Wall St. Rank held Best Buy as of Q1 2021.

Based on Advisory Research's 13F filing for Q1 2021, filed 12 May 2021.