KA
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Kaizen Advisory’s Best Buy BBY Stock Holding History

Kaizen Advisory’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
2018
Q4 		$35K Buy
665
+67
+11% +$4.38K 0.02% 394
2018
Q3 		$47K Sell
598
-15,161
-96% -$1.17M 0.02% 346
2018
Q2 		$1.18M Buy
15,759
+11,725
+291% +$867K 0.6% 46
2018
Q1 		$282K Buy
4,034
+3,784
+1,514% +$272K 0.28% 50
2017
Q4 		$17K Buy
+250
New +$14.8K 0.01% 347

Other funds holding BBY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Kaizen Advisory's BBY Position: Q4 2018 in Review

Kaizen Advisory increased its Best Buy (BBY) stake by 11% in Q4 2018, buying an estimated $4.38K and bringing the position to 665 shares worth $35K. The position accounts for 0.02% of the portfolio, ranked #394.

Kaizen Advisory first reported a position in BBY in Q4 2017 and has held it in 5 quarters since. The position peaked at $1.18M in Q2 2018. 602 funds tracked by Wall St. Rank hold BBY as of Q4 2018.

  • Kaizen Advisory held 665 shares of Best Buy worth $35K as of Q4 2018.
  • Kaizen Advisory bought 67 Best Buy shares in Q4 2018, an estimated $4.38K.
  • Best Buy made up 0.02% of Kaizen Advisory's portfolio in Q4 2018, its #394 holding.
  • Kaizen Advisory first reported a position in Best Buy in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's Best Buy position peaked at $1.18M in Q2 2018.
  • 602 funds tracked by Wall St. Rank held Best Buy as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.