Steward Financial Group’s Yeti Holdings YETI Stock Holding History

Steward 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
2023 Q3	$2K	Buy	+51	New	+$2.27K	﹤0.01%	1069
2023 Q2	–	Sell	-48	Closed	-$1K	–	1024
2023 Q1	$1K	Buy	48 +36	+300%	+$1.49K	﹤0.01%	674
2022 Q4	$0	Buy	+12	New	+$451	﹤0.01%	841
2022 Q3	–	Sell	-26	Closed	-$1K	–	1363
2022 Q2	$1K	Buy	+26	New	+$1.26K	﹤0.01%	908

Other funds holding YETI

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Steward Financial Group's YETI Position: Q3 2023 in Review

Steward Financial Group opened a new position in Yeti Holdings (YETI) in Q3 2023: 51 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1069 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in YETI as recently as Q1 2023.

Steward Financial Group first reported a position in YETI in Q2 2022 and has held it in 4 quarters since. 354 funds tracked by Wall St. Rank hold YETI as of Q3 2023.

Steward Financial Group held 51 shares of Yeti Holdings worth $2K as of Q3 2023.
Yeti Holdings was a new Steward Financial Group position in Q3 2023.
Yeti Holdings made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1069 holding.
Steward Financial Group first reported a position in Yeti Holdings in Q2 2022 and has held it in 4 quarters since.
354 funds tracked by Wall St. Rank held Yeti Holdings as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.