YorkBridge Wealth Partners’s Urban Outfitters URBN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-260	Closed	-$6K	–	617
2019 Q2	$6K	Sell	260 -84	-24%	-$2.27K	﹤0.01%	648
2019 Q1	$10K	Sell	344 -212	-38%	-$6.53K	﹤0.01%	597
2018 Q4	$18K	Buy	556 +24	+5%	+$897	0.01%	490
2018 Q3	$21K	Buy	532 +3	+0.6%	+$135	0.01%	515
2018 Q2	$24K	Buy	+529	New	+$22.1K	0.01%	493

Other funds holding URBN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

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

YorkBridge Wealth Partners sold out of Urban Outfitters (URBN) in Q3 2019, closing a stake of 260 shares — an estimated $6K sold.

YorkBridge Wealth Partners first reported a position in URBN in Q2 2018 and held it in 5 quarters. The position peaked at $24K in Q2 2018. 250 funds tracked by Wall St. Rank hold URBN as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Urban Outfitters position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 260 Urban Outfitters shares in Q3 2019, an estimated $6K.
YorkBridge Wealth Partners first reported a position in Urban Outfitters in Q2 2018 and held it in 5 quarters.
YorkBridge Wealth Partners's Urban Outfitters position peaked at $24K in Q2 2018.
250 funds tracked by Wall St. Rank held Urban Outfitters as of Q3 2019.

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