Mount Yale Investment Advisors’s Bath & Body Works BBWI Stock Holding History

Mount Yale Investment Advisors’s Portfolio BBWI Stock Details BBWI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-442,463	Closed	-$8.28M	–	293
2019 Q4	$8.28M	Sell	442,463 -13,447	-3%	-$194K	1.44%	10
2019 Q3	$6.46M	Buy	455,910 +101,203	+29%	+$1.79M	1.16%	27
2019 Q2	$6.81M	Buy	354,707 +51,649	+17%	+$1.02M	1.26%	24
2019 Q1	$6.76M	Buy	303,058 +7,187	+2%	+$158K	1.27%	24
2018 Q4	$6.49M	Buy	295,871 +15,733	+6%	+$396K	1.32%	23
2018 Q3	$7.89M	Buy	280,138 +32,718	+13%	+$818K	1.38%	12
2018 Q2	$7.38M	Buy	247,420 +246,282	+21,642%	+$7.11M	1.4%	9
2018 Q1	$35K	Buy	+1,138	New	+$43K	0.01%	684

Other funds holding BBWI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

MCM

Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SCM

Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

CCM

Candlestick Capital Management Greenwich, Connecticut $4.12B AUM 50.27% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Mount Yale Investment Advisors's BBWI Position: Q1 2020 in Review

Mount Yale Investment Advisors sold out of Bath & Body Works (BBWI) in Q1 2020, closing a stake of 442,463 shares — an estimated $8.28M sold.

Mount Yale Investment Advisors first reported a position in BBWI in Q1 2018 and held it in 8 quarters. The position peaked at $8.28M in Q4 2019. 363 funds tracked by Wall St. Rank hold BBWI as of Q1 2020.

Mount Yale Investment Advisors reported no remaining Bath & Body Works position as of Q1 2020 after selling out during the quarter.
Mount Yale Investment Advisors sold 442,463 Bath & Body Works shares in Q1 2020, an estimated $8.28M.
Mount Yale Investment Advisors first reported a position in Bath & Body Works in Q1 2018 and held it in 8 quarters.
Mount Yale Investment Advisors's Bath & Body Works position peaked at $8.28M in Q4 2019.
363 funds tracked by Wall St. Rank held Bath & Body Works as of Q1 2020.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2020, filed 4 May 2020.