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Joseph P. Lucia & Associates’s Yeti Holdings YETI Stock Holding History

Joseph P. Lucia & Associates’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
2021
Q1 		– Sell
-30
Closed -$2K – 623
2020
Q4 		$2K Buy
+30
New +$1.78K ﹤0.01% 455
2020
Q3 		– Sell
-30
Closed -$1K – 471
2020
Q2 		$1K Hold
30
– – ﹤0.01% 462
2020
Q1 		$1K Sell
30
-100
-77% -$2.96K ﹤0.01% 433
2019
Q4 		$5K Hold
130
– – ﹤0.01% 367
2019
Q3 		$4K Buy
130
+30
+30% +$910 ﹤0.01% 382
2019
Q2 		$3K Hold
100
– – ﹤0.01% 399
2019
Q1 		$2.95K Buy
+100
New +$2.18K 0.01% 288

Other funds holding YETI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Joseph P. Lucia & Associates's YETI Position: Q1 2021 in Review

Joseph P. Lucia & Associates sold out of Yeti Holdings (YETI) in Q1 2021, closing a stake of 30 shares — an estimated $2K sold.

Joseph P. Lucia & Associates first reported a position in YETI in Q1 2019 and held it in 7 quarters. The position peaked at $5K in Q4 2019. 379 funds tracked by Wall St. Rank hold YETI as of Q1 2021.

  • Joseph P. Lucia & Associates reported no remaining Yeti Holdings position as of Q1 2021 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 30 Yeti Holdings shares in Q1 2021, an estimated $2K.
  • Joseph P. Lucia & Associates first reported a position in Yeti Holdings in Q1 2019 and held it in 7 quarters.
  • Joseph P. Lucia & Associates's Yeti Holdings position peaked at $5K in Q4 2019.
  • 379 funds tracked by Wall St. Rank held Yeti Holdings as of Q1 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q1 2021, filed 23 Apr 2021.