Newfound Research’s Best Buy BBY Stock Holding History

Newfound Research’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
2020 Q2	–	Sell	-21	Closed	-$1K	–	64
2020 Q1	$1K	Buy	21 +1	+5%	+$79	﹤0.01%	51
2019 Q4	$2K	Sell	20 -13	-39%	-$995	﹤0.01%	82
2019 Q3	$2K	Buy	33 +3	+10%	+$209	﹤0.01%	93
2019 Q2	$2K	Hold	30	–	–	﹤0.01%	90
2019 Q1	$2K	Sell	30 -3	-9%	-$187	﹤0.01%	84
2018 Q4	$2K	Hold	33	–	–	﹤0.01%	70
2018 Q3	$3K	Hold	33	–	–	﹤0.01%	91
2018 Q2	$2K	Hold	33	–	–	﹤0.01%	90
2018 Q1	$2K	Sell	33 -10	-23%	-$719	﹤0.01%	93
2017 Q4	$3K	Buy	43 +2	+5%	+$118	﹤0.01%	87
2017 Q3	$2K	Hold	41	–	–	﹤0.01%	97
2017 Q2	$2K	Hold	41	–	–	﹤0.01%	100
2017 Q1	$2K	Buy	41 +1	+3%	+$45	﹤0.01%	98
2016 Q4	$2K	Buy	40 +2	+5%	+$85	﹤0.01%	81
2016 Q3	$1K	Hold	38	–	–	﹤0.01%	110
2016 Q2	$1K	Buy	+38	New	+$1.2K	﹤0.01%	103

Other funds holding BBY

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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