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EFG Asset Management’s Yeti Holdings YETI Stock Holding History

EFG Asset 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
Q1 		– Sell
-28,683
Closed -$1.19M – 193
2022
Q4 		$1.19M Buy
28,683
+5,206
+22% +$195K 0.27% 134
2022
Q3 		$670K Buy
23,477
+11,606
+98% +$484K 0.15% 167
2022
Q2 		$514K Buy
+11,871
New +$577K 0.11% 181

Other funds holding YETI

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EFG Asset Management's YETI Position: Q1 2023 in Review

EFG Asset Management sold out of Yeti Holdings (YETI) in Q1 2023, closing a stake of 28,683 shares — an estimated $1.19M sold.

EFG Asset Management first reported a position in YETI in Q2 2022 and held it in 3 quarters. The position peaked at $1.19M in Q4 2022. 362 funds tracked by Wall St. Rank hold YETI as of Q1 2023.

  • EFG Asset Management reported no remaining Yeti Holdings position as of Q1 2023 after selling out during the quarter.
  • EFG Asset Management sold 28,683 Yeti Holdings shares in Q1 2023, an estimated $1.19M.
  • EFG Asset Management first reported a position in Yeti Holdings in Q2 2022 and held it in 3 quarters.
  • EFG Asset Management's Yeti Holdings position peaked at $1.19M in Q4 2022.
  • 362 funds tracked by Wall St. Rank held Yeti Holdings as of Q1 2023.

Based on EFG Asset Management's 13F filing for Q1 2023, filed 27 Apr 2023.