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Next Financial Group’s Yeti Holdings YETI Stock Holding History

Next Financial Group’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
2021
Q4 		$15K Sell
186
-254
-58% -$23.3K ﹤0.01% 2022
2021
Q3 		$37K Buy
440
+190
+76% +$18.4K ﹤0.01% 1546
2021
Q2 		$23K Hold
250
– – ﹤0.01% 1698
2021
Q1 		$18K Hold
250
– – ﹤0.01% 1695
2020
Q4 		$17K Buy
+250
New +$14.8K ﹤0.01% 1616
2019
Q3 		– Sell
-28
Closed -$1K – 2444
2019
Q2 		$1K Buy
+28
New +$807 ﹤0.01% 2263

Other funds holding YETI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Next Financial Group's YETI Position: Q4 2021 in Review

Next Financial Group reduced its Yeti Holdings (YETI) stake by 58% in Q4 2021, selling an estimated $23.3K and leaving 186 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #2022.

Next Financial Group first reported a position in YETI in Q2 2019 and has held it in 6 quarters since. The position peaked at $37K in Q3 2021. 449 funds tracked by Wall St. Rank hold YETI as of Q4 2021.

  • Next Financial Group held 186 shares of Yeti Holdings worth $15K as of Q4 2021.
  • Next Financial Group sold 254 Yeti Holdings shares in Q4 2021, an estimated $23.3K.
  • Yeti Holdings made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2022 holding.
  • Next Financial Group first reported a position in Yeti Holdings in Q2 2019 and has held it in 6 quarters since.
  • Next Financial Group's Yeti Holdings position peaked at $37K in Q3 2021.
  • 449 funds tracked by Wall St. Rank held Yeti Holdings as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.