Valeo Financial Advisors’s New York Times NYT Stock Holding History

Valeo Financial Advisors’s Portfolio NYT Stock Details NYT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-979	Closed	-$50K	–	1375
2021 Q1	$50K	Sell	979 -16	-2%	-$803	﹤0.01%	870
2020 Q4	$52K	Buy	995 +500	+101%	+$22.2K	﹤0.01%	770
2020 Q3	$21K	Sell	495 -308	-38%	-$13.5K	﹤0.01%	910
2020 Q2	$34K	Hold	803	–	–	﹤0.01%	870
2020 Q1	$26K	Buy	803 +293	+57%	+$10.1K	﹤0.01%	811
2019 Q4	$16K	Hold	510	–	–	﹤0.01%	978
2019 Q3	$15K	Hold	510	–	–	﹤0.01%	925
2019 Q2	$17K	Sell	510 -14	-3%	-$466	﹤0.01%	896
2019 Q1	$17K	Hold	524	–	–	﹤0.01%	829
2018 Q4	$12K	Hold	524	–	–	﹤0.01%	836
2018 Q3	$14K	Buy	524 +47	+10%	+$1.13K	﹤0.01%	875
2018 Q2	$11K	Buy	+477	New	+$11.2K	﹤0.01%	920

Other funds holding NYT

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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

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

DCP

Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

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

Valeo Financial Advisors's NYT Position: Q2 2021 in Review

Valeo Financial Advisors sold out of New York Times (NYT) in Q2 2021, closing a stake of 979 shares — an estimated $50K sold.

Valeo Financial Advisors first reported a position in NYT in Q2 2018 and held it in 12 quarters. The position peaked at $52K in Q4 2020. 356 funds tracked by Wall St. Rank hold NYT as of Q2 2021.

Valeo Financial Advisors reported no remaining New York Times position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 979 New York Times shares in Q2 2021, an estimated $50K.
Valeo Financial Advisors first reported a position in New York Times in Q2 2018 and held it in 12 quarters.
Valeo Financial Advisors's New York Times position peaked at $52K in Q4 2020.
356 funds tracked by Wall St. Rank held New York Times as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.