Lenox Wealth Management’s Best Buy BBY Stock Holding History

Lenox Wealth Management’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
2020 Q2	–	Sell	-75	Closed	-$4K	–	742
2020 Q1	$4K	Hold	75	–	–	﹤0.01%	510
2019 Q4	$7K	Hold	75	–	–	﹤0.01%	488
2019 Q3	$5K	Hold	75	–	–	﹤0.01%	531
2019 Q2	$5K	Buy	+75	New	+$5.23K	﹤0.01%	510
2018 Q1	–	Hold	0	–	–	–	481
2017 Q4	–	Hold	0	–	–	–	482
2017 Q3	–	Hold	0	–	–	–	478
2017 Q2	–	Hold	0	–	–	–	474
2017 Q1	–	Sell	-82	Closed	-$3.66K	–	225
2016 Q4	$3K	Buy	+82	New	+$3.48K	﹤0.01%	205
2016 Q3	–	Hold	0	–	–	–	224
2016 Q2	–	Hold	0	–	–	–	232
2016 Q1	–	Hold	0	–	–	–	242
2015 Q4	–	Hold	0	–	–	–	248
2015 Q3	–	Hold	0	–	–	–	140
2015 Q2	–	Hold	0	–	–	–	148
2015 Q1	–	Hold	0	–	–	–	151
2014 Q4	–	Hold	0	–	–	–	154
2014 Q3	–	Hold	0	–	–	–	153
2014 Q2	–	Hold	0	–	–	–	163
2014 Q1	–	Hold	0	–	–	–	182
2013 Q4	–	Hold	0	–	–	–	181

Other funds holding BBY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return