YIA
TGT icon

YHB Investment Advisors’s Target TGT Stock Holding History

YHB Investment Advisors’s Portfolio TGT Stock Details TGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,909
Closed -$285K – 289
2022
Q4 		$285K Hold
1,909
– – 0.03% 230
2022
Q3 		$283K Hold
1,909
– – 0.03% 228
2022
Q2 		$270K Sell
1,909
-805
-30% -$154K 0.03% 233
2022
Q1 		$576K Sell
2,714
-517
-16% -$112K 0.05% 187
2021
Q4 		$748K Hold
3,231
– – 0.06% 182
2021
Q3 		$739K Sell
3,231
-332
-9% -$83.2K 0.06% 179
2021
Q2 		$861K Hold
3,563
– – 0.07% 175
2021
Q1 		$743K Sell
3,563
-1,695
-32% -$317K 0.06% 180
2020
Q4 		$928K Hold
5,258
– – 0.09% 165
2020
Q3 		$828K Buy
5,258
+1,932
+58% +$265K 0.09% 165
2020
Q2 		$399K Sell
3,326
-16
-0.5% -$1.83K 0.06% 139
2020
Q1 		$311K Sell
3,342
-164
-5% -$18.2K 0.05% 139
2019
Q4 		$450K Buy
3,506
+253
+8% +$29.7K 0.06% 134
2019
Q3 		$348K Sell
3,253
-50
-2% -$4.76K 0.05% 150
2019
Q2 		$286K Sell
3,303
-1,350
-29% -$109K 0.05% 158
2019
Q1 		$373K Hold
4,653
– – 0.06% 146
2018
Q4 		$308K Sell
4,653
-360
-7% -$27.7K 0.06% 152
2018
Q3 		$442K Hold
5,013
– – 0.07% 139
2018
Q2 		$382K Buy
5,013
+1,326
+36% +$97.6K 0.06% 143
2018
Q1 		$256K Buy
+3,687
New +$268K 0.04% 161

Other funds holding TGT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return