UFF
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USA Financial Formulas’s Best Buy BBY Stock Holding History

USA Financial Formulas’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
2025
Q1 		– Sell
-6,861
Closed -$589K – 285
2024
Q4 		$589K Buy
6,861
+1,220
+22% +$111K 0.09% 90
2024
Q3 		$583K Buy
5,641
+3,163
+128% +$285K 0.09% 84
2024
Q2 		$209K Buy
2,478
+1,868
+306% +$148K 0.03% 160
2024
Q1 		$50K Buy
610
+413
+210% +$31.4K 0.01% 238
2023
Q4 		$15.4K Buy
197
+146
+286% +$10.3K ﹤0.01% 240
2023
Q3 		$3.54K Hold
51
– – 0.01% 277
2023
Q2 		$4.18K Hold
51
– – 0.01% 227
2023
Q1 		$3.99K Buy
+51
New +$4.2K 0.01% 182
2022
Q1 		– Sell
-7
Closed -$1K – 358
2021
Q4 		$1K Sell
7
-36
-84% -$4.1K ﹤0.01% 301
2021
Q3 		$5K Buy
43
+27
+169% +$3.03K ﹤0.01% 264
2021
Q2 		$2K Sell
16
-27
-63% -$3.15K ﹤0.01% 296
2021
Q1 		$5K Sell
43
-12
-22% -$1.34K ﹤0.01% 233
2020
Q4 		$5K Buy
+55
New +$6.15K ﹤0.01% 199
2019
Q1 		– Sell
-8,550
Closed -$679K – 141
2018
Q4 		$679K Buy
+8,550
New +$559K 0.17% 94
2017
Q1 		– Sell
-13,232
Closed -$565K – 248
2016
Q4 		$565K Buy
+13,232
New +$562K 0.14% 115

Other funds holding BBY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

USA Financial Formulas's BBY Position: Q1 2025 in Review

USA Financial Formulas sold out of Best Buy (BBY) in Q1 2025, closing a stake of 6,861 shares — an estimated $589K sold.

USA Financial Formulas first reported a position in BBY in Q4 2016 and held it in 15 quarters. The position peaked at $679K in Q4 2018. 816 funds tracked by Wall St. Rank hold BBY as of Q1 2025.

  • USA Financial Formulas reported no remaining Best Buy position as of Q1 2025 after selling out during the quarter.
  • USA Financial Formulas sold 6,861 Best Buy shares in Q1 2025, an estimated $589K.
  • USA Financial Formulas first reported a position in Best Buy in Q4 2016 and held it in 15 quarters.
  • USA Financial Formulas's Best Buy position peaked at $679K in Q4 2018.
  • 816 funds tracked by Wall St. Rank held Best Buy as of Q1 2025.

Based on USA Financial Formulas's 13F filing for Q1 2025, filed 15 Apr 2025.