LWA
YETI icon

Lenox Wealth Advisors’s Yeti Holdings YETI Stock Holding History

Lenox Wealth Advisors’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
2022
Q1 		$3K Hold
64
– – ﹤0.01% 627
2021
Q4 		$5K Hold
64
– – ﹤0.01% 613
2021
Q3 		$5K Hold
64
– – ﹤0.01% 567
2021
Q2 		$6K Sell
64
-34
-35% -$2.95K ﹤0.01% 534
2021
Q1 		$7K Buy
98
+34
+53% +$2.42K ﹤0.01% 466
2020
Q4 		$4K Hold
64
– – ﹤0.01% 541
2020
Q3 		$3K Buy
+64
New +$3.03K ﹤0.01% 495

Other funds holding YETI

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
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Lenox Wealth Advisors's YETI Position: Q1 2022 in Review

Lenox Wealth Advisors held its Yeti Holdings (YETI) position steady in Q1 2022 at 64 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #627.

Lenox Wealth Advisors first reported a position in YETI in Q3 2020 and has held it in 7 quarters since. The position peaked at $7K in Q1 2021. 411 funds tracked by Wall St. Rank hold YETI as of Q1 2022.

  • Lenox Wealth Advisors held 64 shares of Yeti Holdings worth $3K as of Q1 2022.
  • Lenox Wealth Advisors left its Yeti Holdings share count unchanged in Q1 2022.
  • Yeti Holdings made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #627 holding.
  • Lenox Wealth Advisors first reported a position in Yeti Holdings in Q3 2020 and has held it in 7 quarters since.
  • Lenox Wealth Advisors's Yeti Holdings position peaked at $7K in Q1 2021.
  • 411 funds tracked by Wall St. Rank held Yeti Holdings as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.