YIA
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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 $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

YHB Investment Advisors's TGT Position: Q1 2023 in Review

YHB Investment Advisors sold out of Target (TGT) in Q1 2023, closing a stake of 1,909 shares — an estimated $285K sold.

YHB Investment Advisors first reported a position in TGT in Q1 2018 and held it in 20 quarters. The position peaked at $928K in Q4 2020. 1,942 funds tracked by Wall St. Rank hold TGT as of Q1 2023.

  • YHB Investment Advisors reported no remaining Target position as of Q1 2023 after selling out during the quarter.
  • YHB Investment Advisors sold 1,909 Target shares in Q1 2023, an estimated $285K.
  • YHB Investment Advisors first reported a position in Target in Q1 2018 and held it in 20 quarters.
  • YHB Investment Advisors's Target position peaked at $928K in Q4 2020.
  • 1,942 funds tracked by Wall St. Rank held Target as of Q1 2023.

Based on YHB Investment Advisors's 13F filing for Q1 2023, filed 8 May 2023.