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Disciplined Investments’s Yeti Holdings YETI Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-11
Closed -$427 – 1597
2023
Q2 		$427 Buy
11
+1
+10% +$39 ﹤0.01% 1280
2023
Q1 		$400 Sell
10
-2
-17% -$83 ﹤0.01% 1300
2022
Q4 		$496 Buy
12
+9
+300% +$338 ﹤0.01% 1193
2022
Q3 		$0 Sell
3
-2
-40% -$83 ﹤0.01% 1663
2022
Q2 		$0 Sell
5
-4
-44% -$194 ﹤0.01% 1672
2022
Q1 		$1K Buy
+9
New +$581 ﹤0.01% 1253

Other funds holding YETI

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Disciplined Investments's YETI Position: Q3 2023 in Review

Disciplined Investments sold out of Yeti Holdings (YETI) in Q3 2023, closing a stake of 11 shares — an estimated $427 sold.

Disciplined Investments first reported a position in YETI in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q1 2022. 354 funds tracked by Wall St. Rank hold YETI as of Q3 2023.

  • Disciplined Investments reported no remaining Yeti Holdings position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 11 Yeti Holdings shares in Q3 2023, an estimated $427.
  • Disciplined Investments first reported a position in Yeti Holdings in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Yeti Holdings position peaked at $1K in Q1 2022.
  • 354 funds tracked by Wall St. Rank held Yeti Holdings as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.