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Eagle Ridge Investment Management’s Best Buy BBY Stock Holding History

Eagle Ridge Investment 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
Q2 		– Sell
-3,689
Closed -$289K – 153
2023
Q1 		$289K Sell
3,689
-143
-4% -$11.8K 0.03% 129
2022
Q4 		$307K Buy
3,832
+167
+5% +$12.3K 0.04% 123
2022
Q3 		$232K Hold
3,665
– – 0.03% 134
2022
Q2 		$239K Hold
3,665
– – 0.03% 137
2022
Q1 		$333K Buy
3,665
+1,311
+56% +$130K 0.04% 125
2021
Q4 		$239K Buy
+2,354
New +$268K 0.03% 145

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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Eagle Ridge Investment Management's BBY Position: Q2 2023 in Review

Eagle Ridge Investment Management sold out of Best Buy (BBY) in Q2 2023, closing a stake of 3,689 shares — an estimated $289K sold.

Eagle Ridge Investment Management first reported a position in BBY in Q4 2021 and held it in 6 quarters. The position peaked at $333K in Q1 2022. 737 funds tracked by Wall St. Rank hold BBY as of Q2 2023.

  • Eagle Ridge Investment Management reported no remaining Best Buy position as of Q2 2023 after selling out during the quarter.
  • Eagle Ridge Investment Management sold 3,689 Best Buy shares in Q2 2023, an estimated $289K.
  • Eagle Ridge Investment Management first reported a position in Best Buy in Q4 2021 and held it in 6 quarters.
  • Eagle Ridge Investment Management's Best Buy position peaked at $333K in Q1 2022.
  • 737 funds tracked by Wall St. Rank held Best Buy as of Q2 2023.

Based on Eagle Ridge Investment Management's 13F filing for Q2 2023, filed 18 Jul 2023.