BFG
BBBY

Berger Financial Group’s Bed Bath & Beyond BBBY Stock Holding History

Berger Financial Group’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
2022
Q2 		– Sell
-9,622
Closed -$385K – 252
2022
Q1 		$385K Sell
9,622
-221
-2% -$9.82K 0.05% 173
2021
Q4 		$528K Buy
+9,843
New +$743K 0.07% 148

Other funds holding BBBY

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berger Financial Group's BBBY Position: Q2 2022 in Review

Berger Financial Group sold out of Bed Bath & Beyond (BBBY) in Q2 2022, closing a stake of 9,622 shares — an estimated $385K sold.

Berger Financial Group first reported a position in BBBY in Q4 2021 and held it in 2 quarters. The position peaked at $528K in Q4 2021. 232 funds tracked by Wall St. Rank hold BBBY as of Q2 2022.

  • Berger Financial Group reported no remaining Bed Bath & Beyond position as of Q2 2022 after selling out during the quarter.
  • Berger Financial Group sold 9,622 Bed Bath & Beyond shares in Q2 2022, an estimated $385K.
  • Berger Financial Group first reported a position in Bed Bath & Beyond in Q4 2021 and held it in 2 quarters.
  • Berger Financial Group's Bed Bath & Beyond position peaked at $528K in Q4 2021.
  • 232 funds tracked by Wall St. Rank held Bed Bath & Beyond as of Q2 2022.

Based on Berger Financial Group's 13F filing for Q2 2022, filed 8 Aug 2022.