BerganKDV Wealth Management’s Yeti Holdings YETI Stock Holding History

BerganKDV Wealth Management’s Portfolio YETI Stock Details YETI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$78	Hold	2	–	–	﹤0.01%	853
2023 Q1	$80	Hold	2	–	–	﹤0.01%	1041
2022 Q4	$83	Hold	2	–	–	﹤0.01%	1023
2022 Q3	$0	Hold	2	–	–	﹤0.01%	1083
2022 Q2	$0	Hold	2	–	–	﹤0.01%	1083
2022 Q1	$0	Buy	2 +1	+100%	+$65	﹤0.01%	1116
2021 Q4	$0	Hold	1	–	–	﹤0.01%	1136
2021 Q3	$0	Buy	+1	New	+$97	﹤0.01%	1104

Other funds holding YETI

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BerganKDV Wealth Management's YETI Position: Q2 2023 in Review

BerganKDV Wealth Management held its Yeti Holdings (YETI) position steady in Q2 2023 at 2 shares worth $78. The position accounts for ﹤0.01% of the portfolio, ranked #853.

BerganKDV Wealth Management first reported a position in YETI in Q3 2021 and has held it in 8 quarters since. The position peaked at $83 in Q4 2022. 345 funds tracked by Wall St. Rank hold YETI as of Q2 2023.

BerganKDV Wealth Management held 2 shares of Yeti Holdings worth $78 as of Q2 2023.
BerganKDV Wealth Management left its Yeti Holdings share count unchanged in Q2 2023.
Yeti Holdings made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #853 holding.
BerganKDV Wealth Management first reported a position in Yeti Holdings in Q3 2021 and has held it in 8 quarters since.
BerganKDV Wealth Management's Yeti Holdings position peaked at $83 in Q4 2022.
345 funds tracked by Wall St. Rank held Yeti Holdings as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.