YHB Investment Advisors’s Molson Coors Class B TAP Stock Holding History

YHB Investment Advisors’s Portfolio TAP Stock Details TAP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-6,453	Closed	-$299K	–	316
2021 Q3	$299K	Sell	6,453 -1,905	-23%	-$93.1K	0.03%	247
2021 Q2	$449K	Sell	8,358 -2,240	-21%	-$125K	0.04%	207
2021 Q1	$567K	Sell	10,598 -910	-8%	-$44.2K	0.05%	191
2020 Q4	$520K	Hold	11,508	–	–	0.05%	192
2020 Q3	$386K	Sell	11,508 -290	-2%	-$10.5K	0.04%	204
2020 Q2	$405K	Sell	11,798 -6,270	-35%	-$250K	0.06%	138
2020 Q1	$705K	Sell	18,068 -900	-5%	-$45.6K	0.12%	115
2019 Q4	$1.02M	Sell	18,968 -1,380	-7%	-$74.2K	0.15%	111
2019 Q3	$1.17M	Buy	20,348 +635	+3%	+$34.4K	0.18%	102
2019 Q2	$1.1M	Buy	19,713 +3,710	+23%	+$217K	0.18%	106
2019 Q1	$955K	Buy	+16,003	New	+$988K	0.15%	113

Other funds holding TAP

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

YHB Investment Advisors's TAP Position: Q4 2021 in Review

YHB Investment Advisors sold out of Molson Coors Class B (TAP) in Q4 2021, closing a stake of 6,453 shares — an estimated $299K sold.

YHB Investment Advisors first reported a position in TAP in Q1 2019 and held it in 11 quarters. The position peaked at $1.17M in Q3 2019. 545 funds tracked by Wall St. Rank hold TAP as of Q4 2021.

YHB Investment Advisors reported no remaining Molson Coors Class B position as of Q4 2021 after selling out during the quarter.
YHB Investment Advisors sold 6,453 Molson Coors Class B shares in Q4 2021, an estimated $299K.
YHB Investment Advisors first reported a position in Molson Coors Class B in Q1 2019 and held it in 11 quarters.
YHB Investment Advisors's Molson Coors Class B position peaked at $1.17M in Q3 2019.
545 funds tracked by Wall St. Rank held Molson Coors Class B as of Q4 2021.

Based on YHB Investment Advisors's 13F filing for Q4 2021, filed 18 Jan 2022.