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Glassman Wealth Services’s Yeti Holdings YETI Stock Holding History

Glassman Wealth Services’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
2024
Q1 		– Sell
-105
Closed -$5.44K – 1877
2023
Q4 		$5.44K Hold
105
– – ﹤0.01% 1051
2023
Q3 		$5.06K Hold
105
– – ﹤0.01% 1070
2023
Q2 		$4.08K Buy
105
+27
+35% +$1.05K ﹤0.01% 1050
2023
Q1 		$3.12K Sell
78
-5
-6% -$206 ﹤0.01% 1127
2022
Q4 		$3.43K Sell
83
-9
-10% -$338 ﹤0.01% 1130
2022
Q3 		$3K Buy
92
+29
+46% +$1.21K ﹤0.01% 1165
2022
Q2 		$3K Buy
63
+5
+9% +$243 ﹤0.01% 1177
2022
Q1 		$3K Buy
58
+51
+729% +$3.29K ﹤0.01% 1177
2021
Q4 		$1K Hold
7
– – ﹤0.01% 1546
2021
Q3 		$1K Hold
7
– – ﹤0.01% 1506
2021
Q2 		$1K Buy
7
+3
+75% +$260 ﹤0.01% 1403
2021
Q1 		$0 Buy
+4
New +$285 ﹤0.01% 1666

Other funds holding YETI

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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