BC
BBY icon

Burney Company’s Best Buy BBY Stock Holding History

Burney Company’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
-2,581
Closed -$207K – 560
2022
Q4 		$207K Buy
+2,581
New +$190K 0.01% 524
2022
Q2 		– Sell
-2,692
Closed -$245K – 547
2022
Q1 		$245K Sell
2,692
-3,931
-59% -$390K 0.01% 528
2021
Q4 		$673K Sell
6,623
-2,954
-31% -$336K 0.03% 387
2021
Q3 		$1.01M Buy
9,577
+7,475
+356% +$840K 0.05% 307
2021
Q2 		$242K Buy
2,102
+41
+2% +$4.79K 0.01% 533
2021
Q1 		$237K Buy
2,061
+28
+1% +$3.13K 0.01% 519
2020
Q4 		$203K Sell
2,033
-980
-33% -$110K 0.01% 508
2020
Q3 		$335K Hold
3,013
– – 0.02% 403
2020
Q2 		$263K Buy
+3,013
New +$228K 0.02% 421
2020
Q1 		– Sell
-3,318
Closed -$291K – 433
2019
Q4 		$291K Sell
3,318
-175
-5% -$13.4K 0.02% 400
2019
Q3 		$241K Buy
+3,493
New +$244K 0.01% 408

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

Burney Company's BBY Position: Q1 2023 in Review

Burney Company sold out of Best Buy (BBY) in Q1 2023, closing a stake of 2,581 shares — an estimated $207K sold.

Burney Company first reported a position in BBY in Q3 2019 and held it in 11 quarters. The position peaked at $1.01M in Q3 2021. 778 funds tracked by Wall St. Rank hold BBY as of Q1 2023.

  • Burney Company reported no remaining Best Buy position as of Q1 2023 after selling out during the quarter.
  • Burney Company sold 2,581 Best Buy shares in Q1 2023, an estimated $207K.
  • Burney Company first reported a position in Best Buy in Q3 2019 and held it in 11 quarters.
  • Burney Company's Best Buy position peaked at $1.01M in Q3 2021.
  • 778 funds tracked by Wall St. Rank held Best Buy as of Q1 2023.

Based on Burney Company's 13F filing for Q1 2023, filed 10 May 2023.