Bourgeon Capital Management’s Best Buy BBY Stock Holding History

Bourgeon Capital 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	–	Sell	-100	Closed	-$8.02K	–	331
2022 Q4	$8.02K	Buy	+100	New	+$7.36K	﹤0.01%	255

Other funds holding BBY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bourgeon Capital Management's BBY Position: Q1 2023 in Review

Bourgeon Capital Management sold out of Best Buy (BBY) in Q1 2023, closing a stake of 100 shares — an estimated $8.02K sold.

Bourgeon Capital Management first reported a position in BBY in Q4 2022 and held it in 1 quarter. The position peaked at $8.02K in Q4 2022. 777 funds tracked by Wall St. Rank hold BBY as of Q1 2023.

Bourgeon Capital Management reported no remaining Best Buy position as of Q1 2023 after selling out during the quarter.
Bourgeon Capital Management sold 100 Best Buy shares in Q1 2023, an estimated $8.02K.
Bourgeon Capital Management first reported a position in Best Buy in Q4 2022 and held it in 1 quarter.
Bourgeon Capital Management's Best Buy position peaked at $8.02K in Q4 2022.
777 funds tracked by Wall St. Rank held Best Buy as of Q1 2023.

Based on Bourgeon Capital Management's 13F filing for Q1 2023, filed 17 Apr 2023.