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GYL Financial Synergies’s Keurig Dr Pepper KDP Stock Holding History

GYL Financial Synergies’s Portfolio KDP Stock Details KDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-28,177
Closed -$814K – 174
2019
Q2 		$814K Buy
28,177
+2
+0% +$57 0.43% 47
2019
Q1 		$788K Buy
28,175
+1,001
+4% +$27K 0.44% 48
2018
Q4 		$697K Buy
+27,174
New +$690K 0.51% 42

Other funds holding KDP

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
CRC
Cedar Rock Capital London, United Kingdom $4.05B AUM 21.89% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GYL Financial Synergies's KDP Position: Q3 2019 in Review

GYL Financial Synergies sold out of Keurig Dr Pepper (KDP) in Q3 2019, closing a stake of 28,177 shares — an estimated $814K sold.

GYL Financial Synergies first reported a position in KDP in Q4 2018 and held it in 3 quarters. The position peaked at $814K in Q2 2019. 324 funds tracked by Wall St. Rank hold KDP as of Q3 2019.

  • GYL Financial Synergies reported no remaining Keurig Dr Pepper position as of Q3 2019 after selling out during the quarter.
  • GYL Financial Synergies sold 28,177 Keurig Dr Pepper shares in Q3 2019, an estimated $814K.
  • GYL Financial Synergies first reported a position in Keurig Dr Pepper in Q4 2018 and held it in 3 quarters.
  • GYL Financial Synergies's Keurig Dr Pepper position peaked at $814K in Q2 2019.
  • 324 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q3 2019.

Based on GYL Financial Synergies's 13F filing for Q3 2019, filed 12 Nov 2019.