YorkBridge Wealth Partners’s Capri Holdings CPRI Stock Holding History

YorkBridge Wealth Partners’s Portfolio CPRI Stock Details CPRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-50	Closed	-$2K	–	267
2019 Q2	$2K	Hold	50	–	–	﹤0.01%	694
2019 Q1	$2K	Hold	50	–	–	﹤0.01%	693
2018 Q4	$2K	Hold	50	–	–	﹤0.01%	675
2018 Q3	$3K	Sell	50 -200	-80%	-$14K	﹤0.01%	684
2018 Q2	$17K	Hold	250	–	–	0.01%	565
2018 Q1	$17K	Hold	250	–	–	0.01%	562
2017 Q4	$16K	Hold	250	–	–	0.01%	573
2017 Q3	$12K	Hold	250	–	–	0.01%	610
2017 Q2	$9K	Hold	250	–	–	﹤0.01%	641
2017 Q1	$9K	Hold	250	–	–	﹤0.01%	630
2016 Q4	$12K	Buy	+250	New	+$11.9K	0.01%	554

Other funds holding CPRI

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

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return