LF
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Lee Financial’s Best Buy BBY Stock Holding History

Lee Financial’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
2024
Q1 		– Sell
-131
Closed -$10.4K – 223
2023
Q4 		$10.4K Buy
131
+90
+220% +$6.34K ﹤0.01% 422
2023
Q3 		$2.89K Hold
41
– – ﹤0.01% 606
2023
Q2 		$3.4K Buy
+41
New +$3.06K ﹤0.01% 561
2022
Q4 		– Sell
-15
Closed -$1K – 935
2022
Q3 		$1K Buy
+15
New +$1.11K ﹤0.01% 735
2022
Q2 		– Sell
-48
Closed -$4K – 860
2022
Q1 		$4K Buy
48
+37
+336% +$3.67K ﹤0.01% 525
2021
Q4 		$1K Sell
11
-39
-78% -$4.44K ﹤0.01% 819
2021
Q3 		$5K Sell
50
-34
-40% -$3.82K ﹤0.01% 484
2021
Q2 		$10K Buy
+84
New +$9.8K ﹤0.01% 403

Other funds holding BBY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Lee Financial's BBY Position: Q1 2024 in Review

Lee Financial sold out of Best Buy (BBY) in Q1 2024, closing a stake of 131 shares — an estimated $10.4K sold.

Lee Financial first reported a position in BBY in Q2 2021 and held it in 8 quarters. The position peaked at $10.4K in Q4 2023. 785 funds tracked by Wall St. Rank hold BBY as of Q1 2024.

  • Lee Financial reported no remaining Best Buy position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 131 Best Buy shares in Q1 2024, an estimated $10.4K.
  • Lee Financial first reported a position in Best Buy in Q2 2021 and held it in 8 quarters.
  • Lee Financial's Best Buy position peaked at $10.4K in Q4 2023.
  • 785 funds tracked by Wall St. Rank held Best Buy as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.