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

MinichMacGregor 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
2023 Q1	–	Sell	-165	Closed	-$2.42K	–	691
2022 Q4	$2.42K	Buy	+165	New	+$2.84K	﹤0.01%	552
2018 Q4	–	Sell	-235	Closed	-$9K	–	546
2018 Q3	$9K	Hold	235	–	–	0.01%	329
2018 Q2	$9K	Hold	235	–	–	0.01%	327
2018 Q1	$10K	Hold	235	–	–	0.01%	311
2017 Q4	$13K	Hold	235	–	–	0.01%	271
2017 Q3	$12K	Sell	235 -95	-29%	-$4.68K	0.01%	259
2017 Q2	$15K	Hold	330	–	–	0.01%	228
2017 Q1	$16K	Hold	330	–	–	0.01%	213
2016 Q4	$16K	Hold	330	–	–	0.02%	200
2016 Q3	$15K	Buy	330 +135	+69%	+$6.91K	0.01%	215
2016 Q2	$9K	Hold	195	–	–	0.01%	276
2016 Q1	$8K	Buy	195 +100	+105%	+$4.01K	0.01%	284
2015 Q4	$4K	Buy	+95	New	+$4.22K	﹤0.01%	303

Other funds holding BIG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

CCP

Clifford Capital Partners Alpine, Utah $600M AUM 19.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MinichMacGregor Wealth Management's BIG Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Big Lots, Inc. (BIG) in Q1 2023, closing a stake of 165 shares — an estimated $2.42K sold.

MinichMacGregor Wealth Management first reported a position in BIG in Q4 2015 and held it in 13 quarters. The position peaked at $16K in Q1 2017. 180 funds tracked by Wall St. Rank hold BIG as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Big Lots, Inc. position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 165 Big Lots, Inc. shares in Q1 2023, an estimated $2.42K.
MinichMacGregor Wealth Management first reported a position in Big Lots, Inc. in Q4 2015 and held it in 13 quarters.
MinichMacGregor Wealth Management's Big Lots, Inc. position peaked at $16K in Q1 2017.
180 funds tracked by Wall St. Rank held Big Lots, Inc. as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.