MJRIC
BBBY

Mogy Joel R Investment Counsel’s Bed Bath & Beyond Inc BBBY Stock Holding History

Mogy Joel R Investment Counsel’s Portfolio BBBY Stock Details BBBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-13,437
Closed -$202K – 122
2018
Q3 		$202K Sell
13,437
-521
-4% -$9.75K 0.03% 121
2018
Q2 		$278K Sell
13,958
-39,938
-74% -$746K 0.04% 108
2018
Q1 		$1.13M Sell
53,896
-12,663
-19% -$280K 0.18% 70
2017
Q4 		$1.46M Sell
66,559
-1,101
-2% -$23.9K 0.23% 66
2017
Q3 		$1.59M Sell
67,660
-1,700
-2% -$47.6K 0.26% 67
2017
Q2 		$2.11M Sell
69,360
-5,527
-7% -$200K 0.36% 55
2017
Q1 		$2.96M Sell
74,887
-3,926
-5% -$158K 0.51% 50
2016
Q4 		$3.2M Sell
78,813
-287
-0.4% -$12.4K 0.58% 47
2016
Q3 		$3.41M Sell
79,100
-97,109
-55% -$4.32M 0.63% 44
2016
Q2 		$7.62M Sell
176,209
-27,450
-13% -$1.24M 1.41% 27
2016
Q1 		$10.1M Buy
203,659
+181,277
+810% +$8.49M 1.88% 19
2015
Q4 		$10.8K Sell
22,382
-210,510
-90% -$11.7M 2.03% 18
2015
Q3 		$13.3M Buy
232,892
+550
+0.2% +$35.1K 2.63% 9
2015
Q2 		$16M Sell
232,342
-13,034
-5% -$933K 3.03% 6
2015
Q1 		$18.8M Sell
245,376
-5,000
-2% -$379K 3.53% 4
2014
Q4 		$19.1M Sell
250,376
-1,257
-0.5% -$87.8K 3.61% 3
2014
Q3 		$16.6M Sell
251,633
-5,742
-2% -$361K 3.34% 6
2014
Q2 		$14.8M Buy
257,375
+225
+0.1% +$14K 2.96% 7
2014
Q1 		$17.7M Buy
257,150
+5,550
+2% +$376K 3.69% 5
2013
Q4 		$20.2M Sell
251,600
-1,075
-0.4% -$83.2K 4.27% 1
2013
Q3 		$19.5M Buy
252,675
+2,120
+0.8% +$159K 4.48% 1
2013
Q2 		$17.8M Buy
+250,555
New +$17.1M 4.31% 2

Other funds holding BBBY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Mogy Joel R Investment Counsel's BBBY Position: Q4 2018 in Review

Mogy Joel R Investment Counsel sold out of Bed Bath & Beyond Inc (BBBY) in Q4 2018, closing a stake of 13,437 shares — an estimated $202K sold.

Mogy Joel R Investment Counsel first reported a position in BBBY in Q2 2013 and held it in 22 quarters. The position peaked at $20.2M in Q4 2013. 297 funds tracked by Wall St. Rank hold BBBY as of Q4 2018.

  • Mogy Joel R Investment Counsel reported no remaining Bed Bath & Beyond Inc position as of Q4 2018 after selling out during the quarter.
  • Mogy Joel R Investment Counsel sold 13,437 Bed Bath & Beyond Inc shares in Q4 2018, an estimated $202K.
  • Mogy Joel R Investment Counsel first reported a position in Bed Bath & Beyond Inc in Q2 2013 and held it in 22 quarters.
  • Mogy Joel R Investment Counsel's Bed Bath & Beyond Inc position peaked at $20.2M in Q4 2013.
  • 297 funds tracked by Wall St. Rank held Bed Bath & Beyond Inc as of Q4 2018.

Based on Mogy Joel R Investment Counsel's 13F filing for Q4 2018, filed 6 Feb 2019.