Mount Yale Investment Advisors’s Urban Outfitters URBN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-7,044	Closed	-$207K	–	500
2021 Q4	$207K	Sell	7,044 -106	-1%	-$3.36K	0.02%	444
2021 Q3	$212K	Buy	7,150 +46	+0.6%	+$1.65K	0.02%	438
2021 Q2	$293K	Sell	7,104 -74	-1%	-$2.79K	0.04%	325
2021 Q1	$267K	Buy	+7,178	New	+$232K	0.03%	340
2018 Q4	–	Sell	-2,979	Closed	-$121K	–	765
2018 Q3	$121K	Buy	2,979 +543	+22%	+$24.4K	0.02%	382
2018 Q2	$109K	Buy	+2,436	New	+$102K	0.02%	433

Other funds holding URBN

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

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

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

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

Mount Yale Investment Advisors's URBN Position: Q1 2022 in Review

Mount Yale Investment Advisors sold out of Urban Outfitters (URBN) in Q1 2022, closing a stake of 7,044 shares — an estimated $207K sold.

Mount Yale Investment Advisors first reported a position in URBN in Q2 2018 and held it in 6 quarters. The position peaked at $293K in Q2 2021. 246 funds tracked by Wall St. Rank hold URBN as of Q1 2022.

Mount Yale Investment Advisors reported no remaining Urban Outfitters position as of Q1 2022 after selling out during the quarter.
Mount Yale Investment Advisors sold 7,044 Urban Outfitters shares in Q1 2022, an estimated $207K.
Mount Yale Investment Advisors first reported a position in Urban Outfitters in Q2 2018 and held it in 6 quarters.
Mount Yale Investment Advisors's Urban Outfitters position peaked at $293K in Q2 2021.
246 funds tracked by Wall St. Rank held Urban Outfitters as of Q1 2022.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2022, filed 3 May 2022.