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YorkBridge Wealth Partners’s Littelfuse LFUS Stock Holding History

YorkBridge Wealth Partners’s Portfolio LFUS Stock Details LFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-696
Closed -$123K – 446
2019
Q2 		$123K Buy
696
+59
+9% +$10.7K 0.05% 258
2019
Q1 		$116K Buy
637
+281
+79% +$51.9K 0.05% 254
2018
Q4 		$61K Sell
356
-194
-35% -$34.6K 0.03% 312
2018
Q3 		$107K Sell
550
-6
-1% -$1.32K 0.05% 272
2018
Q2 		$127K Buy
556
+542
+3,871% +$116K 0.06% 250
2018
Q1 		$3K Hold
14
– – ﹤0.01% 729
2017
Q4 		$3K Buy
+14
New +$2.81K ﹤0.01% 760

Other funds holding LFUS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

YorkBridge Wealth Partners's LFUS Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Littelfuse (LFUS) in Q3 2019, closing a stake of 696 shares — an estimated $123K sold.

YorkBridge Wealth Partners first reported a position in LFUS in Q4 2017 and held it in 7 quarters. The position peaked at $127K in Q2 2018. 295 funds tracked by Wall St. Rank hold LFUS as of Q3 2019.

  • YorkBridge Wealth Partners reported no remaining Littelfuse position as of Q3 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 696 Littelfuse shares in Q3 2019, an estimated $123K.
  • YorkBridge Wealth Partners first reported a position in Littelfuse in Q4 2017 and held it in 7 quarters.
  • YorkBridge Wealth Partners's Littelfuse position peaked at $127K in Q2 2018.
  • 295 funds tracked by Wall St. Rank held Littelfuse as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.