HB
BBBY

Homrich & Berg’s Bed Bath & Beyond BBBY Stock Holding History

Homrich & Berg’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
2014
Q3 		– Sell
-102,778
Closed -$1.22M – 232
2014
Q2 		$1.22M Hold
102,778
– – 0.14% 63
2014
Q1 		$1.52M Buy
+102,778
New +$1.76M 0.2% 44

Other funds holding BBBY

FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return
CAM
Chou Associates Management Toronto, Ontario, Canada $210M AUM 15.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.59B AUM 23.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

Homrich & Berg's BBBY Position: Q3 2014 in Review

Homrich & Berg sold out of Bed Bath & Beyond (BBBY) in Q3 2014, closing a stake of 102,778 shares — an estimated $1.22M sold.

Homrich & Berg first reported a position in BBBY in Q1 2014 and held it in 2 quarters. The position peaked at $1.52M in Q1 2014. 83 funds tracked by Wall St. Rank hold BBBY as of Q3 2014.

  • Homrich & Berg reported no remaining Bed Bath & Beyond position as of Q3 2014 after selling out during the quarter.
  • Homrich & Berg sold 102,778 Bed Bath & Beyond shares in Q3 2014, an estimated $1.22M.
  • Homrich & Berg first reported a position in Bed Bath & Beyond in Q1 2014 and held it in 2 quarters.
  • Homrich & Berg's Bed Bath & Beyond position peaked at $1.52M in Q1 2014.
  • 83 funds tracked by Wall St. Rank held Bed Bath & Beyond as of Q3 2014.

Based on Homrich & Berg's 13F filing for Q3 2014, filed 12 Nov 2014.