Yale University’s Franklin Covey FC Stock Holding History

Yale University’s Portfolio FC Stock Details FC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-413,433	Closed	-$13.3M	–	10
2019 Q4	$13.3M	Buy	+413,433	New	+$15M	21.23%	3

Other funds holding FC

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

Pembroke Management Montreal, Quebec, Canada $774M AUM 40.73% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

OPERF

Oregon Public Employees Retirement Fund Tigard, Oregon $9.26B AUM 42.17% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Yale University's FC Position: Q1 2020 in Review

Yale University sold out of Franklin Covey (FC) in Q1 2020, closing a stake of 413,433 shares — an estimated $13.3M sold.

Yale University first reported a position in FC in Q4 2019 and held it in 1 quarter. The position peaked at $13.3M in Q4 2019. 86 funds tracked by Wall St. Rank hold FC as of Q1 2020.

Yale University reported no remaining Franklin Covey position as of Q1 2020 after selling out during the quarter.
Yale University sold 413,433 Franklin Covey shares in Q1 2020, an estimated $13.3M.
Yale University first reported a position in Franklin Covey in Q4 2019 and held it in 1 quarter.
Yale University's Franklin Covey position peaked at $13.3M in Q4 2019.
86 funds tracked by Wall St. Rank held Franklin Covey as of Q1 2020.

Based on Yale University's 13F filing for Q1 2020, filed 13 May 2020.