LWM
BIG

Liberty Wealth Management’s Big Lots, Inc. BIG Stock Holding History

Liberty Wealth Management’s Portfolio BIG Stock Details BIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-142
Closed -$4K – 1008
2019
Q4 		$4K Buy
142
+1
+0.7% +$23 ﹤0.01% 709
2019
Q3 		$3K Buy
141
+12
+9% +$286 ﹤0.01% 716
2019
Q2 		$4K Buy
129
+8
+7% +$267 ﹤0.01% 709
2019
Q1 		$4K Hold
121
– – ﹤0.01% 576
2018
Q4 		$3K Buy
+121
New +$4.71K ﹤0.01% 655

Other funds holding BIG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Liberty Wealth Management's BIG Position: Q1 2020 in Review

Liberty Wealth Management sold out of Big Lots, Inc. (BIG) in Q1 2020, closing a stake of 142 shares — an estimated $4K sold.

Liberty Wealth Management first reported a position in BIG in Q4 2018 and held it in 5 quarters. The position peaked at $4K in Q4 2019. 192 funds tracked by Wall St. Rank hold BIG as of Q1 2020.

  • Liberty Wealth Management reported no remaining Big Lots, Inc. position as of Q1 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 142 Big Lots, Inc. shares in Q1 2020, an estimated $4K.
  • Liberty Wealth Management first reported a position in Big Lots, Inc. in Q4 2018 and held it in 5 quarters.
  • Liberty Wealth Management's Big Lots, Inc. position peaked at $4K in Q4 2019.
  • 192 funds tracked by Wall St. Rank held Big Lots, Inc. as of Q1 2020.

Based on Liberty Wealth Management's 13F filing for Q1 2020, filed 27 Apr 2020.