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CSat Investment Advisory’s Urban Outfitters URBN Stock Holding History

CSat Investment Advisory’s Portfolio URBN Stock Details URBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-319
Closed -$5K – 1175
2020
Q1 		$5K Buy
319
+58
+22% +$1.35K ﹤0.01% 1031
2019
Q4 		$7K Buy
261
+32
+14% +$890 ﹤0.01% 1049
2019
Q3 		$6K Buy
229
+32
+16% +$746 ﹤0.01% 1036
2019
Q2 		$4K Buy
+197
New +$5.34K ﹤0.01% 1067

Other funds holding URBN

SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

CSat Investment Advisory's URBN Position: Q2 2020 in Review

CSat Investment Advisory sold out of Urban Outfitters (URBN) in Q2 2020, closing a stake of 319 shares — an estimated $5K sold.

CSat Investment Advisory first reported a position in URBN in Q2 2019 and held it in 4 quarters. The position peaked at $7K in Q4 2019. 209 funds tracked by Wall St. Rank hold URBN as of Q2 2020.

  • CSat Investment Advisory reported no remaining Urban Outfitters position as of Q2 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 319 Urban Outfitters shares in Q2 2020, an estimated $5K.
  • CSat Investment Advisory first reported a position in Urban Outfitters in Q2 2019 and held it in 4 quarters.
  • CSat Investment Advisory's Urban Outfitters position peaked at $7K in Q4 2019.
  • 209 funds tracked by Wall St. Rank held Urban Outfitters as of Q2 2020.

Based on CSat Investment Advisory's 13F filing for Q2 2020, filed 7 Aug 2020.