EFS
BIG

Econ Financial Services’s Big Lots, Inc. BIG Stock Holding History

Econ Financial Services’s Portfolio BIG Stock Details BIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-28,908
Closed -$425K – 111
2022
Q4 		$425K Sell
28,908
-9,174
-24% -$158K 0.43% 43
2022
Q3 		$594K Buy
+38,082
New +$819K 0.49% 54
2022
Q1 		– Sell
-1,970
Closed -$89K – 210
2021
Q4 		$89K Buy
+1,970
New +$89.7K 0.07% 90

Other funds holding BIG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CCP
Clifford Capital Partners Alpine, Utah $600M AUM 19.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Econ Financial Services's BIG Position: Q1 2023 in Review

Econ Financial Services sold out of Big Lots, Inc. (BIG) in Q1 2023, closing a stake of 28,908 shares — an estimated $425K sold.

Econ Financial Services first reported a position in BIG in Q4 2021 and held it in 3 quarters. The position peaked at $594K in Q3 2022. 180 funds tracked by Wall St. Rank hold BIG as of Q1 2023.

  • Econ Financial Services reported no remaining Big Lots, Inc. position as of Q1 2023 after selling out during the quarter.
  • Econ Financial Services sold 28,908 Big Lots, Inc. shares in Q1 2023, an estimated $425K.
  • Econ Financial Services first reported a position in Big Lots, Inc. in Q4 2021 and held it in 3 quarters.
  • Econ Financial Services's Big Lots, Inc. position peaked at $594K in Q3 2022.
  • 180 funds tracked by Wall St. Rank held Big Lots, Inc. as of Q1 2023.

Based on Econ Financial Services's 13F filing for Q1 2023, filed 21 Apr 2023.