Creative Planning’s Yellow Corporation Common Stock YELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-66,814
| Closed | -$46K | – | 3103 |
|
|
2023
Q2 | $46K | Buy |
66,814
+163
| +0.2% | +$255 | ﹤0.01% | 2445 |
|
|
2023
Q1 | $135K | Hold |
66,651
| – | – | ﹤0.01% | 2208 |
|
|
2022
Q4 | $167K | Hold |
66,651
| – | – | ﹤0.01% | 2060 |
|
|
2022
Q3 | $338K | Buy |
66,651
+15,881
| +31% | +$87.1K | ﹤0.01% | 1575 |
|
|
2022
Q2 | $149K | Buy |
+50,770
| New | +$206K | ﹤0.01% | 1924 |
|
|
2021
Q3 | – | Sell |
-20,385
| Closed | -$133K | – | 2265 |
|
|
2021
Q2 | $133K | Buy |
+20,385
| New | +$152K | ﹤0.01% | 1846 |
|
|
2020
Q4 | – | Sell |
-11,580
| Closed | -$45K | – | 2529 |
|
|
2020
Q3 | $45K | Buy |
+11,580
| New | +$42.4K | ﹤0.01% | 1915 |
|
|
2017
Q3 | – | Sell |
-806
| Closed | -$9K | – | 4626 |
|
|
2017
Q2 | $9K | Buy |
806
+100
| +14% | +$995 | ﹤0.01% | 3724 |
|
|
2017
Q1 | $8K | Hold |
706
| – | – | ﹤0.01% | 3769 |
|
|
2016
Q4 | $9K | Sell |
706
-26
| -4% | -$328 | ﹤0.01% | 3657 |
|
|
2016
Q3 | $9K | Hold |
732
| – | – | ﹤0.01% | 3616 |
|
|
2016
Q2 | $6K | Hold |
732
| – | – | ﹤0.01% | 3595 |
|
|
2016
Q1 | $7K | Sell |
732
-1,400
| -66% | -$13.3K | ﹤0.01% | 3459 |
|
|
2015
Q4 | $30K | Sell |
2,132
-281
| -12% | -$4.41K | ﹤0.01% | 2556 |
|
|
2015
Q3 | $32K | Buy |
+2,413
| New | +$37.8K | ﹤0.01% | 2392 |
|
|
2015
Q2 | – | Sell |
-8,432
| Closed | -$151K | – | 4138 |
|
|
2015
Q1 | $151K | Buy |
8,432
+6,000
| +247% | +$111K | ﹤0.01% | 1342 |
|
|
2014
Q4 | $55K | Buy |
+2,432
| New | +$52.1K | ﹤0.01% | 1958 |
|
Other funds holding YELL
Creative Planning's YELL Position: Q3 2023 in Review
Creative Planning sold out of Yellow Corporation Common Stock (YELL) in Q3 2023, closing a stake of 66,814 shares — an estimated $46K sold.
Creative Planning first reported a position in YELL in Q4 2014 and held it in 17 quarters. The position peaked at $338K in Q3 2022. 4 funds tracked by Wall St. Rank hold YELL as of Q3 2023.
- Creative Planning reported no remaining Yellow Corporation Common Stock position as of Q3 2023 after selling out during the quarter.
- Creative Planning sold 66,814 Yellow Corporation Common Stock shares in Q3 2023, an estimated $46K.
- Creative Planning first reported a position in Yellow Corporation Common Stock in Q4 2014 and held it in 17 quarters.
- Creative Planning's Yellow Corporation Common Stock position peaked at $338K in Q3 2022.
- 4 funds tracked by Wall St. Rank held Yellow Corporation Common Stock as of Q3 2023.
Based on Creative Planning's 13F filing for Q3 2023, filed 16 Nov 2023.