YorkBridge Wealth Partners’s Yeti Holdings YETI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$241K	Sell	5,828 -2,280	-28%	-$85.6K	0.06%	224
2022 Q3	$231K	Buy	8,108 +1,650	+26%	+$68.8K	0.06%	246
2022 Q2	$279K	Sell	6,458 -245	-4%	-$11.9K	0.07%	207
2022 Q1	$402K	Buy	6,703 +3,428	+105%	+$221K	0.09%	178
2021 Q4	$271K	Buy	3,275 +943	+40%	+$86.6K	0.06%	245
2021 Q3	$200K	Buy	+2,332	New	+$226K	0.05%	258
2019 Q3	–	Sell	-349	Closed	-$10K	–	668
2019 Q2	$10K	Buy	+349	New	+$10.1K	﹤0.01%	565

Other funds holding YETI

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

YorkBridge Wealth Partners's YETI Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Yeti Holdings (YETI) stake by 28% in Q4 2022, selling an estimated $85.6K and leaving 5,828 shares worth $241K. The position accounts for 0.06% of the portfolio, ranked #224.

YorkBridge Wealth Partners first reported a position in YETI in Q2 2019 and has held it in 7 quarters since. The position peaked at $402K in Q1 2022. 390 funds tracked by Wall St. Rank hold YETI as of Q4 2022.

YorkBridge Wealth Partners held 5,828 shares of Yeti Holdings worth $241K as of Q4 2022.
YorkBridge Wealth Partners sold 2,280 Yeti Holdings shares in Q4 2022, an estimated $85.6K.
Yeti Holdings made up 0.06% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #224 holding.
YorkBridge Wealth Partners first reported a position in Yeti Holdings in Q2 2019 and has held it in 7 quarters since.
YorkBridge Wealth Partners's Yeti Holdings position peaked at $402K in Q1 2022.
390 funds tracked by Wall St. Rank held Yeti Holdings as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.