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Mark Sheptoff Financial Planning’s Yeti Holdings YETI Stock Holding History

Mark Sheptoff Financial Planning’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
2020
Q1 		– Sell
-300
Closed -$10K – 384
2019
Q4 		$10K Hold
300
– – 0.01% 284
2019
Q3 		$8K Sell
300
-3,850
-93% -$117K 0.01% 287
2019
Q2 		$120K Buy
4,150
+2,650
+177% +$76.3K 0.08% 111
2019
Q1 		$45K Buy
+1,500
New +$32.7K 0.03% 159

Other funds holding YETI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mark Sheptoff Financial Planning's YETI Position: Q1 2020 in Review

Mark Sheptoff Financial Planning sold out of Yeti Holdings (YETI) in Q1 2020, closing a stake of 300 shares — an estimated $10K sold.

Mark Sheptoff Financial Planning first reported a position in YETI in Q1 2019 and held it in 4 quarters. The position peaked at $120K in Q2 2019. 191 funds tracked by Wall St. Rank hold YETI as of Q1 2020.

  • Mark Sheptoff Financial Planning reported no remaining Yeti Holdings position as of Q1 2020 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 300 Yeti Holdings shares in Q1 2020, an estimated $10K.
  • Mark Sheptoff Financial Planning first reported a position in Yeti Holdings in Q1 2019 and held it in 4 quarters.
  • Mark Sheptoff Financial Planning's Yeti Holdings position peaked at $120K in Q2 2019.
  • 191 funds tracked by Wall St. Rank held Yeti Holdings as of Q1 2020.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2020, filed 7 May 2020.