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Gladstone Institutional Advisory’s Yeti Holdings YETI Stock Holding History

Gladstone Institutional Advisory’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
Q2 		– Sell
-7,813
Closed -$313K – 722
2023
Q1 		$313K Buy
7,813
+4
+0.1% +$165 0.02% 508
2022
Q4 		$323K Buy
+7,809
New +$293K 0.02% 487

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Gladstone Institutional Advisory's YETI Position: Q2 2023 in Review

Gladstone Institutional Advisory sold out of Yeti Holdings (YETI) in Q2 2023, closing a stake of 7,813 shares — an estimated $313K sold.

Gladstone Institutional Advisory first reported a position in YETI in Q4 2022 and held it in 2 quarters. The position peaked at $323K in Q4 2022. 345 funds tracked by Wall St. Rank hold YETI as of Q2 2023.

  • Gladstone Institutional Advisory reported no remaining Yeti Holdings position as of Q2 2023 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 7,813 Yeti Holdings shares in Q2 2023, an estimated $313K.
  • Gladstone Institutional Advisory first reported a position in Yeti Holdings in Q4 2022 and held it in 2 quarters.
  • Gladstone Institutional Advisory's Yeti Holdings position peaked at $323K in Q4 2022.
  • 345 funds tracked by Wall St. Rank held Yeti Holdings as of Q2 2023.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2023, filed 10 Aug 2023.