WE
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Wealth Effects’s Yeti Holdings YETI Stock Holding History

Wealth Effects’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
Q2 		– Sell
-6,270
Closed -$251K – 213
2023
Q1 		$251K Sell
6,270
-100
-2% -$4.13K 0.13% 153
2022
Q4 		$263K Buy
+6,370
New +$239K 0.15% 145
2022
Q3 		– Sell
-5,470
Closed -$237K – 199
2022
Q2 		$237K Sell
5,470
-900
-14% -$43.7K 0.14% 144
2022
Q1 		$382K Hold
6,370
– – 0.18% 110
2021
Q4 		$528K Buy
+6,370
New +$585K 0.22% 98

Other funds holding YETI

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wealth Effects's YETI Position: Q2 2023 in Review

Wealth Effects sold out of Yeti Holdings (YETI) in Q2 2023, closing a stake of 6,270 shares — an estimated $251K sold.

Wealth Effects first reported a position in YETI in Q4 2021 and held it in 5 quarters. The position peaked at $528K in Q4 2021. 344 funds tracked by Wall St. Rank hold YETI as of Q2 2023.

  • Wealth Effects reported no remaining Yeti Holdings position as of Q2 2023 after selling out during the quarter.
  • Wealth Effects sold 6,270 Yeti Holdings shares in Q2 2023, an estimated $251K.
  • Wealth Effects first reported a position in Yeti Holdings in Q4 2021 and held it in 5 quarters.
  • Wealth Effects's Yeti Holdings position peaked at $528K in Q4 2021.
  • 344 funds tracked by Wall St. Rank held Yeti Holdings as of Q2 2023.

Based on Wealth Effects's 13F filing for Q2 2023, filed 18 Jul 2023.