LWM
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Lyons Wealth Management’s Best Buy BBY Stock Holding History

Lyons 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
2019
Q1 		– Sell
-9,792
Closed -$516K – 17
2018
Q4 		$516K Sell
9,792
-794
-8% -$51.9K 1.68% 27
2018
Q3 		$842K Sell
10,586
-635
-6% -$49.2K 1.67% 22
2018
Q2 		$840K Sell
11,221
-1,138
-9% -$84.1K 1.2% 20
2018
Q1 		$862K Sell
12,359
-879
-7% -$63.2K 1.31% 19
2017
Q4 		$908K Sell
13,238
-277
-2% -$16.4K 1.48% 15
2017
Q3 		$770K Sell
13,515
-4,074
-23% -$233K 1.15% 22
2017
Q2 		$1.01M Sell
17,589
-719
-4% -$38.4K 1.41% 10
2017
Q1 		$900K Buy
+18,308
New +$818K 0.95% 17
2016
Q1 		– Sell
-23,063
Closed -$700K – 65
2015
Q4 		$700K Sell
23,063
-6,376
-22% -$211K 0.89% 30
2015
Q3 		$1.09M Sell
29,439
-1,256
-4% -$43K 1.4% 9
2015
Q2 		$1M Sell
30,695
-542
-2% -$19.2K 1.14% 16
2015
Q1 		$1.18M Sell
31,237
-1,050
-3% -$40.2K 1.28% 13
2014
Q4 		$1.26M Sell
32,287
-1,211
-4% -$42.6K 1.32% 10
2014
Q3 		$1.12M Buy
+33,498
New +$1.05M 1.19% 14
2014
Q2 		– Sell
-20,091
Closed -$532K – 79
2014
Q1 		$532K Buy
+20,091
New +$550K 0.47% 38

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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Lyons Wealth Management's BBY Position: Q1 2019 in Review

Lyons Wealth Management sold out of Best Buy (BBY) in Q1 2019, closing a stake of 9,792 shares — an estimated $516K sold.

Lyons Wealth Management first reported a position in BBY in Q1 2014 and held it in 15 quarters. The position peaked at $1.26M in Q4 2014. 632 funds tracked by Wall St. Rank hold BBY as of Q1 2019.

  • Lyons Wealth Management reported no remaining Best Buy position as of Q1 2019 after selling out during the quarter.
  • Lyons Wealth Management sold 9,792 Best Buy shares in Q1 2019, an estimated $516K.
  • Lyons Wealth Management first reported a position in Best Buy in Q1 2014 and held it in 15 quarters.
  • Lyons Wealth Management's Best Buy position peaked at $1.26M in Q4 2014.
  • 632 funds tracked by Wall St. Rank held Best Buy as of Q1 2019.

Based on Lyons Wealth Management's 13F filing for Q1 2019, filed 14 May 2019.