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Mraz Amerine & Associates’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Mraz Amerine & Associates’s Portfolio SYLD Stock Details SYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,548
Closed -$257K – 173
2024
Q3 		$257K Hold
3,548
– – 0.05% 139
2024
Q2 		$242K Hold
3,548
– – 0.05% 143
2024
Q1 		$260K Hold
3,548
– – 0.05% 146
2023
Q4 		$240K Hold
3,548
– – 0.05% 150
2023
Q3 		$219K Hold
3,548
– – 0.05% 156
2023
Q2 		$217K Hold
3,548
– – 0.05% 161
2023
Q1 		$208K Hold
3,548
– – 0.05% 160
2022
Q4 		$210K Buy
+3,548
New +$212K 0.05% 154

Other funds holding SYLD

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAF
Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
IA
Intellus Advisors Naples, Florida $732M AUM 29.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Mraz Amerine & Associates's SYLD Position: Q4 2024 in Review

Mraz Amerine & Associates sold out of Cambria Shareholder Yield ETF (SYLD) in Q4 2024, closing a stake of 3,548 shares — an estimated $257K sold.

Mraz Amerine & Associates first reported a position in SYLD in Q4 2022 and held it in 8 quarters. The position peaked at $260K in Q1 2024. 187 funds tracked by Wall St. Rank hold SYLD as of Q4 2024.

  • Mraz Amerine & Associates reported no remaining Cambria Shareholder Yield ETF position as of Q4 2024 after selling out during the quarter.
  • Mraz Amerine & Associates sold 3,548 Cambria Shareholder Yield ETF shares in Q4 2024, an estimated $257K.
  • Mraz Amerine & Associates first reported a position in Cambria Shareholder Yield ETF in Q4 2022 and held it in 8 quarters.
  • Mraz Amerine & Associates's Cambria Shareholder Yield ETF position peaked at $260K in Q1 2024.
  • 187 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q4 2024.

Based on Mraz Amerine & Associates's 13F filing for Q4 2024, filed 31 Jan 2025.