Toth Financial Advisory’s Yeti Holdings YETI Stock Holding History

Toth Financial Advisory’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 Q4	–	Sell	-8,200	Closed	-$395K	–	804
2023 Q3	$395K	Buy	+8,200	New	+$365K	0.06%	158
2021 Q1	–	Sell	-7,670	Closed	-$525K	–	722
2020 Q4	$525K	Hold	7,670	–	–	0.09%	136
2020 Q3	$348K	Hold	7,670	–	–	0.07%	148
2020 Q2	$328K	Buy	+7,670	New	+$230K	0.07%	134

Other funds holding YETI

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Toth Financial Advisory's YETI Position: Q4 2023 in Review

Toth Financial Advisory sold out of Yeti Holdings (YETI) in Q4 2023, closing a stake of 8,200 shares — an estimated $395K sold.

Toth Financial Advisory first reported a position in YETI in Q2 2020 and held it in 4 quarters. The position peaked at $525K in Q4 2020. 378 funds tracked by Wall St. Rank hold YETI as of Q4 2023.

Toth Financial Advisory reported no remaining Yeti Holdings position as of Q4 2023 after selling out during the quarter.
Toth Financial Advisory sold 8,200 Yeti Holdings shares in Q4 2023, an estimated $395K.
Toth Financial Advisory first reported a position in Yeti Holdings in Q2 2020 and held it in 4 quarters.
Toth Financial Advisory's Yeti Holdings position peaked at $525K in Q4 2020.
378 funds tracked by Wall St. Rank held Yeti Holdings as of Q4 2023.

Based on Toth Financial Advisory's 13F filing for Q4 2023, filed 26 Jan 2024.