HIA
BBBY

Harbor Investment Advisory’s Bed Bath & Beyond BBBY Stock Holding History

Harbor Investment Advisory’s Portfolio BBBY Stock Details BBBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-138
Closed -$1.98K – 1170
2023
Q3 		$1.98K Buy
+138
New +$3.38K ﹤0.01% 1044
2020
Q1 		– Sell
-3
Closed – – 1041
2019
Q4 		$0 Buy
+3
New +$20 ﹤0.01% 864

Other funds holding BBBY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JCM
JAT Capital Management Greenwich, Connecticut $59.3M AUM 134.04% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Harbor Investment Advisory's BBBY Position: Q4 2023 in Review

Harbor Investment Advisory sold out of Bed Bath & Beyond (BBBY) in Q4 2023, closing a stake of 138 shares — an estimated $1.98K sold.

Harbor Investment Advisory first reported a position in BBBY in Q4 2019 and held it in 2 quarters. The position peaked at $1.98K in Q3 2023. 181 funds tracked by Wall St. Rank hold BBBY as of Q4 2023.

  • Harbor Investment Advisory reported no remaining Bed Bath & Beyond position as of Q4 2023 after selling out during the quarter.
  • Harbor Investment Advisory sold 138 Bed Bath & Beyond shares in Q4 2023, an estimated $1.98K.
  • Harbor Investment Advisory first reported a position in Bed Bath & Beyond in Q4 2019 and held it in 2 quarters.
  • Harbor Investment Advisory's Bed Bath & Beyond position peaked at $1.98K in Q3 2023.
  • 181 funds tracked by Wall St. Rank held Bed Bath & Beyond as of Q4 2023.

Based on Harbor Investment Advisory's 13F filing for Q4 2023, filed 26 Jan 2024.