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Mowery & Schoenfeld Wealth Management’s Yeti Holdings YETI Stock Holding History

Mowery & Schoenfeld Wealth Management’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
2024
Q4 		– Sell
-100
Closed -$4.1K – 520
2024
Q3 		$4.1K Hold
100
– – 0.01% 210
2024
Q2 		$3.81K Hold
100
– – 0.01% 183
2024
Q1 		$3.85K Hold
100
– – 0.01% 131
2023
Q4 		$5.18K Buy
+100
New +$4.43K 0.01% 131

Other funds holding YETI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's YETI Position: Q4 2024 in Review

Mowery & Schoenfeld Wealth Management sold out of Yeti Holdings (YETI) in Q4 2024, closing a stake of 100 shares — an estimated $4.1K sold.

Mowery & Schoenfeld Wealth Management first reported a position in YETI in Q4 2023 and held it in 4 quarters. The position peaked at $5.18K in Q4 2023. 405 funds tracked by Wall St. Rank hold YETI as of Q4 2024.

  • Mowery & Schoenfeld Wealth Management reported no remaining Yeti Holdings position as of Q4 2024 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 100 Yeti Holdings shares in Q4 2024, an estimated $4.1K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Yeti Holdings in Q4 2023 and held it in 4 quarters.
  • Mowery & Schoenfeld Wealth Management's Yeti Holdings position peaked at $5.18K in Q4 2023.
  • 405 funds tracked by Wall St. Rank held Yeti Holdings as of Q4 2024.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.