Simplicity Solutions’s Best Buy BBY Stock Holding History

Simplicity Solutions’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 Q4	$447K	Buy	+5,705	New	+$402K	0.01%	704
2023 Q3	–	Sell	-3,545	Closed	-$291K	–	1001
2023 Q2	$291K	Buy	3,545 +491	+16%	+$36.7K	0.01%	844
2023 Q1	$239K	Buy	+3,054	New	+$252K	0.01%	934
2021 Q1	–	Sell	-8,002	Closed	-$799K	–	524
2020 Q4	$799K	Sell	8,002 -10,342	-56%	-$1.16M	0.01%	600
2020 Q3	$2.04M	Buy	18,344 +3,869	+27%	+$396K	0.04%	324
2020 Q2	$1.26M	Buy	14,475 +6,295	+77%	+$477K	0.03%	407
2020 Q1	$466K	Buy	8,180 +1,434	+21%	+$114K	0.01%	507
2019 Q4	$592K	Buy	6,746 +3,044	+82%	+$233K	0.02%	502
2019 Q3	$255K	Sell	3,702 -382	-9%	-$26.6K	0.01%	605
2019 Q2	$285K	Sell	4,084 -195	-5%	-$13.6K	0.01%	510
2019 Q1	$291K	Buy	+4,279	New	+$267K	0.02%	545
2018 Q4	–	Sell	-3,367	Closed	-$267K	–	625
2018 Q3	$267K	Buy	+3,367	New	+$261K	0.02%	424

Other funds holding BBY

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Simplicity Solutions's BBY Position: Q4 2023 in Review

Simplicity Solutions opened a new position in Best Buy (BBY) in Q4 2023: 5,705 shares worth $447K. The stake represents 0.01% of the portfolio and ranks #704 among its holdings. This is a return to the name: Simplicity Solutions previously reported a position in BBY as recently as Q2 2023.

Simplicity Solutions first reported a position in BBY in Q3 2018 and has held it in 12 quarters since. The position peaked at $2.04M in Q3 2020. 766 funds tracked by Wall St. Rank hold BBY as of Q4 2023.

Simplicity Solutions held 5,705 shares of Best Buy worth $447K as of Q4 2023.
Best Buy was a new Simplicity Solutions position in Q4 2023.
Best Buy made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #704 holding.
Simplicity Solutions first reported a position in Best Buy in Q3 2018 and has held it in 12 quarters since.
Simplicity Solutions's Best Buy position peaked at $2.04M in Q3 2020.
766 funds tracked by Wall St. Rank held Best Buy as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.