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Andesa Financial Management’s Best Buy BBY Stock Holding History

Andesa Financial Management’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
2023
Q1 		$2.67M Buy
47,700
+24,231
+103% +$2M 1.37% 29
2022
Q4 		$1.88M Sell
23,469
-19,115
-45% -$1.41M 1.03% 37
2022
Q3 		$2.7M Buy
42,584
+21,688
+104% +$1.61M 0.94% 41
2022
Q2 		$1.36M Buy
20,896
+669
+3% +$55.8K 0.86% 38
2022
Q1 		$1.84M Buy
20,227
+142
+0.7% +$14.1K 0.99% 36
2021
Q4 		$2.04M Sell
20,085
-404
-2% -$46K 1% 36
2021
Q3 		$2.17M Sell
20,489
-19,909
-49% -$2.24M 1.18% 31
2021
Q2 		$4.64M Sell
40,398
-596
-1% -$69.6K 1.4% 26
2021
Q1 		$4.71M Buy
40,994
+20,144
+97% +$2.26M 1.53% 20
2020
Q4 		$2.08M Sell
20,850
-20,780
-50% -$2.32M 1.36% 22
2020
Q3 		$4.63M Buy
41,630
+25,119
+152% +$2.57M 1.91% 15
2020
Q2 		$1.44M Buy
+16,511
New +$1.25M 1.28% 23
2018
Q4 		– Sell
-6,510
Closed -$519K – 98
2018
Q3 		$519K Buy
6,510
+820
+14% +$63.5K 0.8% 42
2018
Q2 		$424K Buy
+5,690
New +$421K 0.69% 50

Other funds holding BBY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Andesa Financial Management's BBY Position: Q1 2023 in Review

Andesa Financial Management increased its Best Buy (BBY) stake by 103% in Q1 2023, buying an estimated $2M and bringing the position to 47,700 shares worth $2.67M. The position accounts for 1.37% of the portfolio, ranked #29.

Andesa Financial Management first reported a position in BBY in Q2 2018 and has held it in 14 quarters since. The position peaked at $4.71M in Q1 2021. 779 funds tracked by Wall St. Rank hold BBY as of Q1 2023.

  • Andesa Financial Management held 47,700 shares of Best Buy worth $2.67M as of Q1 2023.
  • Andesa Financial Management bought 24,231 Best Buy shares in Q1 2023, an estimated $2M.
  • Best Buy made up 1.37% of Andesa Financial Management's portfolio in Q1 2023, its #29 holding.
  • Andesa Financial Management first reported a position in Best Buy in Q2 2018 and has held it in 14 quarters since.
  • Andesa Financial Management's Best Buy position peaked at $4.71M in Q1 2021.
  • 779 funds tracked by Wall St. Rank held Best Buy as of Q1 2023.

Based on Andesa Financial Management's 13F filing for Q1 2023, filed 5 May 2023.