YWP
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YorkBridge Wealth Partners’s Adient ADNT Stock Holding History

YorkBridge Wealth Partners’s Portfolio ADNT Stock Details ADNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-59
Closed -$1K – 178
2019
Q2 		$1K Hold
59
– – ﹤0.01% 717
2019
Q1 		$1K Hold
59
– – ﹤0.01% 717
2018
Q4 		$1K Sell
59
-18
-23% -$466 ﹤0.01% 701
2018
Q3 		$3K Sell
77
-6
-7% -$270 ﹤0.01% 682
2018
Q2 		$4K Sell
83
-417
-83% -$23.7K ﹤0.01% 695
2018
Q1 		$33K Sell
500
-131
-21% -$8.74K 0.02% 415
2017
Q4 		$39K Sell
631
-48
-7% -$3.87K 0.02% 396
2017
Q3 		$57K Buy
679
+417
+159% +$29.6K 0.03% 362
2017
Q2 		$17K Hold
262
– – 0.01% 542
2017
Q1 		$18K Buy
+262
New +$17.2K 0.01% 525

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DSA
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Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
BHG
Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 1-Year Est. Return
LAM
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return