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Ulland Investment Advisors’s Best Buy BBY Stock Holding History

Ulland Investment Advisors’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 		– Sell
-150
Closed -$12K – 214
2023
Q2 		$12K Hold
150
– – 0.01% 159
2023
Q1 		$12K Hold
150
– – 0.01% 147
2022
Q4 		$12K Buy
+150
New +$11K 0.01% 151

Other funds holding BBY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ulland Investment Advisors's BBY Position: Q3 2023 in Review

Ulland Investment Advisors sold out of Best Buy (BBY) in Q3 2023, closing a stake of 150 shares — an estimated $12K sold.

Ulland Investment Advisors first reported a position in BBY in Q4 2022 and held it in 3 quarters. The position peaked at $12K in Q2 2023. 699 funds tracked by Wall St. Rank hold BBY as of Q3 2023.

  • Ulland Investment Advisors reported no remaining Best Buy position as of Q3 2023 after selling out during the quarter.
  • Ulland Investment Advisors sold 150 Best Buy shares in Q3 2023, an estimated $12K.
  • Ulland Investment Advisors first reported a position in Best Buy in Q4 2022 and held it in 3 quarters.
  • Ulland Investment Advisors's Best Buy position peaked at $12K in Q2 2023.
  • 699 funds tracked by Wall St. Rank held Best Buy as of Q3 2023.

Based on Ulland Investment Advisors's 13F filing for Q3 2023, filed 23 Oct 2023.