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Valeo Financial Advisors’s Yeti Holdings YETI Stock Holding History

Valeo Financial Advisors’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
2025
Q1 		– Sell
-5,779
Closed -$223K – 789
2024
Q4 		$223K Buy
5,779
+70
+1% +$2.78K 0.01% 637
2024
Q3 		$234K Sell
5,709
-235
-4% -$9.22K 0.01% 606
2024
Q2 		$227K Buy
+5,944
New +$231K 0.01% 577
2024
Q1 		– Sell
-5,444
Closed -$282K – 719
2023
Q4 		$282K Buy
5,444
+35
+0.6% +$1.55K 0.01% 509
2023
Q3 		$261K Hold
5,409
– – 0.01% 500
2023
Q2 		$210K Sell
5,409
-1,275
-19% -$49.4K 0.01% 536
2023
Q1 		$267K Buy
6,684
+1,275
+24% +$52.6K 0.01% 472
2022
Q4 		$223K Buy
+5,409
New +$203K 0.01% 457
2022
Q3 		– Sell
-5,500
Closed -$243K – 548
2022
Q2 		$243K Buy
+5,500
New +$267K 0.02% 402
2021
Q2 		– Sell
-100
Closed -$7K – 1871
2021
Q1 		$7K Hold
100
– – ﹤0.01% 1480
2020
Q4 		$7K Hold
100
– – ﹤0.01% 1298
2020
Q3 		$5K Sell
100
-35
-26% -$1.66K ﹤0.01% 1269
2020
Q2 		$6K Hold
135
– – ﹤0.01% 1481
2020
Q1 		$3K Buy
135
+35
+35% +$1.04K ﹤0.01% 1460
2019
Q4 		$3K Sell
100
-150
-60% -$4.73K ﹤0.01% 1421
2019
Q3 		$7K Buy
+250
New +$7.58K ﹤0.01% 1132

Other funds holding YETI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Valeo Financial Advisors's YETI Position: Q1 2025 in Review

Valeo Financial Advisors sold out of Yeti Holdings (YETI) in Q1 2025, closing a stake of 5,779 shares — an estimated $223K sold.

Valeo Financial Advisors first reported a position in YETI in Q3 2019 and held it in 16 quarters. The position peaked at $282K in Q4 2023. 415 funds tracked by Wall St. Rank hold YETI as of Q1 2025.

  • Valeo Financial Advisors reported no remaining Yeti Holdings position as of Q1 2025 after selling out during the quarter.
  • Valeo Financial Advisors sold 5,779 Yeti Holdings shares in Q1 2025, an estimated $223K.
  • Valeo Financial Advisors first reported a position in Yeti Holdings in Q3 2019 and held it in 16 quarters.
  • Valeo Financial Advisors's Yeti Holdings position peaked at $282K in Q4 2023.
  • 415 funds tracked by Wall St. Rank held Yeti Holdings as of Q1 2025.

Based on Valeo Financial Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.