Van Hulzen Asset Management’s Best Buy BBY Stock Holding History

Van Hulzen Asset Management’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
2024 Q4	–	Sell	-377,600	Closed	-$39M	–	1166
2024 Q3	$39M	Sell	377,600 -330,000	-47%	-$29.7M	2.82%	4
2024 Q2	$59.6M	Sell	707,600 -20,000	-3%	-$1.59M	4%	3
2024 Q1	$59.7M	Sell	727,600 -232,400	-24%	-$17.7M	3.94%	3
2023 Q4	$75.1M	Buy	960,000 +219,392	+30%	+$15.5M	5.29%	2
2023 Q3	$51.5M	Buy	740,608 +600,000	+427%	+$46.4M	3.96%	3
2023 Q2	$11.5M	Buy	+140,608	New	+$10.5M	0.98%	33
2022 Q2	–	Sell	-85,500	Closed	-$7.77M	–	297
2022 Q1	$7.77M	Buy	85,500 +21,500	+34%	+$2.13M	0.82%	38
2021 Q4	$6.5M	Sell	64,000 -6,400	-9%	-$728K	0.71%	44
2021 Q3	$7.44M	Buy	+70,400	New	+$7.91M	1.11%	31
2021 Q1	–	Sell	-39,100	Closed	-$3.9M	–	270
2020 Q4	$3.9M	Buy	+39,100	New	+$4.37M	0.59%	52

Other funds holding BBY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Van Hulzen Asset Management's BBY Position: Q4 2024 in Review

Van Hulzen Asset Management sold out of Best Buy (BBY) in Q4 2024, closing a stake of 377,600 shares — an estimated $39M sold.

Van Hulzen Asset Management first reported a position in BBY in Q4 2020 and held it in 10 quarters. The position peaked at $75.1M in Q4 2023. 852 funds tracked by Wall St. Rank hold BBY as of Q4 2024.

Van Hulzen Asset Management reported no remaining Best Buy position as of Q4 2024 after selling out during the quarter.
Van Hulzen Asset Management sold 377,600 Best Buy shares in Q4 2024, an estimated $39M.
Van Hulzen Asset Management first reported a position in Best Buy in Q4 2020 and held it in 10 quarters.
Van Hulzen Asset Management's Best Buy position peaked at $75.1M in Q4 2023.
852 funds tracked by Wall St. Rank held Best Buy as of Q4 2024.

Based on Van Hulzen Asset Management's 13F filing for Q4 2024, filed 10 Feb 2025.