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Steward Financial Group’s Best Buy BBY Stock Holding History

Steward Financial Group’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
Q3 		$8K Sell
129
-11
-8% -$850 ﹤0.01% 429
2023
Q2 		$11K Buy
140
+75
+115% +$5.6K ﹤0.01% 343
2023
Q1 		$5K Hold
65
– – ﹤0.01% 304
2022
Q4 		$5K Buy
+65
New +$4.79K ﹤0.01% 189
2022
Q3 		– Sell
-36
Closed -$2K – 193
2022
Q2 		$2K Buy
36
+9
+33% +$750 ﹤0.01% 517
2022
Q1 		$2K Hold
27
– – ﹤0.01% 275
2021
Q4 		$2K Buy
+27
New +$3.07K ﹤0.01% 220

Other funds holding BBY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Steward Financial Group's BBY Position: Q3 2023 in Review

Steward Financial Group reduced its Best Buy (BBY) stake by 7.9% in Q3 2023, selling an estimated $850 and leaving 129 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #429.

Steward Financial Group first reported a position in BBY in Q4 2021 and has held it in 7 quarters since. The position peaked at $11K in Q2 2023. 699 funds tracked by Wall St. Rank hold BBY as of Q3 2023.

  • Steward Financial Group held 129 shares of Best Buy worth $8K as of Q3 2023.
  • Steward Financial Group sold 11 Best Buy shares in Q3 2023, an estimated $850.
  • Best Buy made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #429 holding.
  • Steward Financial Group first reported a position in Best Buy in Q4 2021 and has held it in 7 quarters since.
  • Steward Financial Group's Best Buy position peaked at $11K in Q2 2023.
  • 699 funds tracked by Wall St. Rank held Best Buy as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.