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Sowell Financial Services’s Yeti Holdings YETI Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-787
Closed -$69K – 2794
2021
Q1 		$69K Buy
787
+130
+20% +$9.26K ﹤0.01% 1520
2020
Q4 		$45K Hold
657
– – ﹤0.01% 1438
2020
Q3 		$30K Sell
657
-1,719
-72% -$81.5K ﹤0.01% 1387
2020
Q2 		$102K Hold
2,376
– – 0.01% 964
2020
Q1 		$46K Buy
+2,376
New +$70.4K ﹤0.01% 1091

Other funds holding YETI

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sowell Financial Services's YETI Position: Q2 2021 in Review

Sowell Financial Services sold out of Yeti Holdings (YETI) in Q2 2021, closing a stake of 787 shares — an estimated $69K sold.

Sowell Financial Services first reported a position in YETI in Q1 2020 and held it in 5 quarters. The position peaked at $102K in Q2 2020. 428 funds tracked by Wall St. Rank hold YETI as of Q2 2021.

  • Sowell Financial Services reported no remaining Yeti Holdings position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 787 Yeti Holdings shares in Q2 2021, an estimated $69K.
  • Sowell Financial Services first reported a position in Yeti Holdings in Q1 2020 and held it in 5 quarters.
  • Sowell Financial Services's Yeti Holdings position peaked at $102K in Q2 2020.
  • 428 funds tracked by Wall St. Rank held Yeti Holdings as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.