SFFS
BBBY

Stonehage Fleming Financial Services’s Bed Bath & Beyond BBBY Stock Holding History

Stonehage Fleming Financial Services’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
2023
Q4 		– Sell
-5,500
Closed -$163K – 238
2023
Q3 		$163K Buy
+5,500
New +$135K 0.01% 159

Other funds holding BBBY

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JCM
JAT Capital Management Greenwich, Connecticut $59.3M AUM 134.04% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Stonehage Fleming Financial Services's BBBY Position: Q4 2023 in Review

Stonehage Fleming Financial Services sold out of Bed Bath & Beyond (BBBY) in Q4 2023, closing a stake of 5,500 shares — an estimated $163K sold.

Stonehage Fleming Financial Services first reported a position in BBBY in Q3 2023 and held it in 1 quarter. The position peaked at $163K in Q3 2023. 181 funds tracked by Wall St. Rank hold BBBY as of Q4 2023.

  • Stonehage Fleming Financial Services reported no remaining Bed Bath & Beyond position as of Q4 2023 after selling out during the quarter.
  • Stonehage Fleming Financial Services sold 5,500 Bed Bath & Beyond shares in Q4 2023, an estimated $163K.
  • Stonehage Fleming Financial Services first reported a position in Bed Bath & Beyond in Q3 2023 and held it in 1 quarter.
  • Stonehage Fleming Financial Services's Bed Bath & Beyond position peaked at $163K in Q3 2023.
  • 181 funds tracked by Wall St. Rank held Bed Bath & Beyond as of Q4 2023.

Based on Stonehage Fleming Financial Services's 13F filing for Q4 2023, filed 14 Feb 2024.