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McElhenny Sheffield Capital Management’s Best Buy BBY Stock Holding History

McElhenny Sheffield Capital 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
2023
Q1 		– Sell
-611
Closed -$49K – 136
2022
Q4 		$49K Buy
+611
New +$45K 0.02% 184

Other funds holding BBY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

McElhenny Sheffield Capital Management's BBY Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Best Buy (BBY) in Q1 2023, closing a stake of 611 shares — an estimated $49K sold.

McElhenny Sheffield Capital Management first reported a position in BBY in Q4 2022 and held it in 1 quarter. The position peaked at $49K in Q4 2022. 778 funds tracked by Wall St. Rank hold BBY as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Best Buy position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 611 Best Buy shares in Q1 2023, an estimated $49K.
  • McElhenny Sheffield Capital Management first reported a position in Best Buy in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Best Buy position peaked at $49K in Q4 2022.
  • 778 funds tracked by Wall St. Rank held Best Buy as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.