DT
BBY icon

Diversified Trust’s Best Buy BBY Stock Holding History

Diversified Trust’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
2025
Q1 		– Sell
-5,085
Closed -$436K – 937
2024
Q4 		$436K Sell
5,085
-1,743
-26% -$159K 0.01% 630
2024
Q3 		$705K Buy
+6,828
New +$615K 0.02% 489
2023
Q3 		– Sell
-3,292
Closed -$270K – 841
2023
Q2 		$270K Buy
+3,292
New +$246K 0.01% 671
2021
Q2 		– Sell
-2,093
Closed -$240K – 799
2021
Q1 		$240K Sell
2,093
-1,788
-46% -$200K 0.01% 628
2020
Q4 		$387K Buy
3,881
+261
+7% +$29.2K 0.02% 427
2020
Q3 		$403K Buy
3,620
+692
+24% +$70.8K 0.02% 357
2020
Q2 		$256K Buy
+2,928
New +$222K 0.01% 434

Other funds holding BBY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Diversified Trust's BBY Position: Q1 2025 in Review

Diversified Trust sold out of Best Buy (BBY) in Q1 2025, closing a stake of 5,085 shares — an estimated $436K sold.

Diversified Trust first reported a position in BBY in Q2 2020 and held it in 7 quarters. The position peaked at $705K in Q3 2024. 816 funds tracked by Wall St. Rank hold BBY as of Q1 2025.

  • Diversified Trust reported no remaining Best Buy position as of Q1 2025 after selling out during the quarter.
  • Diversified Trust sold 5,085 Best Buy shares in Q1 2025, an estimated $436K.
  • Diversified Trust first reported a position in Best Buy in Q2 2020 and held it in 7 quarters.
  • Diversified Trust's Best Buy position peaked at $705K in Q3 2024.
  • 816 funds tracked by Wall St. Rank held Best Buy as of Q1 2025.

Based on Diversified Trust's 13F filing for Q1 2025, filed 24 Apr 2025.