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Emerald Mutual Fund Advisers Trust’s Clear Secure YOU Stock Holding History

Emerald Mutual Fund Advisers Trust’s Portfolio YOU Stock Details YOU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-95,779
Closed -$3.17M – 244
2024
Q3 		$3.17M Sell
95,779
-49,766
-34% -$1.28M 0.16% 111
2024
Q2 		$2.72M Hold
145,545
– – 0.14% 118
2024
Q1 		$3.1M Hold
145,545
– – 0.16% 116
2023
Q4 		$3.01M Sell
145,545
-90,224
-38% -$1.75M 0.16% 117
2023
Q3 		$4.49M Buy
235,769
+79,217
+51% +$1.76M 0.27% 106
2023
Q2 		$3.63M Buy
156,552
+21,715
+16% +$537K 0.2% 113
2023
Q1 		$3.53M Buy
+134,837
New +$3.83M 0.21% 111

Other funds holding YOU

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's YOU Position: Q4 2024 in Review

Emerald Mutual Fund Advisers Trust sold out of Clear Secure (YOU) in Q4 2024, closing a stake of 95,779 shares — an estimated $3.17M sold.

Emerald Mutual Fund Advisers Trust first reported a position in YOU in Q1 2023 and held it in 7 quarters. The position peaked at $4.49M in Q3 2023. 306 funds tracked by Wall St. Rank hold YOU as of Q4 2024.

  • Emerald Mutual Fund Advisers Trust reported no remaining Clear Secure position as of Q4 2024 after selling out during the quarter.
  • Emerald Mutual Fund Advisers Trust sold 95,779 Clear Secure shares in Q4 2024, an estimated $3.17M.
  • Emerald Mutual Fund Advisers Trust first reported a position in Clear Secure in Q1 2023 and held it in 7 quarters.
  • Emerald Mutual Fund Advisers Trust's Clear Secure position peaked at $4.49M in Q3 2023.
  • 306 funds tracked by Wall St. Rank held Clear Secure as of Q4 2024.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q4 2024, filed 14 Feb 2025.