YMRC
AGTI

Yorktown Management & Research Company’s Agiliti Inc AGTI Stock Holding History

Yorktown Management & Research Company’s Portfolio AGTI Stock Details AGTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-30,500
Closed -$198K – 230
2023
Q3 		$198K Buy
+30,500
New +$369K 0.22% 203

Other funds holding AGTI

THLTP
Thomas H. Lee (THL) Partners Boston, Massachusetts $205M AUM 1.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Yorktown Management & Research Company's AGTI Position: Q4 2023 in Review

Yorktown Management & Research Company sold out of Agiliti Inc (AGTI) in Q4 2023, closing a stake of 30,500 shares — an estimated $198K sold.

Yorktown Management & Research Company first reported a position in AGTI in Q3 2023 and held it in 1 quarter. The position peaked at $198K in Q3 2023. 123 funds tracked by Wall St. Rank hold AGTI as of Q4 2023.

  • Yorktown Management & Research Company reported no remaining Agiliti Inc position as of Q4 2023 after selling out during the quarter.
  • Yorktown Management & Research Company sold 30,500 Agiliti Inc shares in Q4 2023, an estimated $198K.
  • Yorktown Management & Research Company first reported a position in Agiliti Inc in Q3 2023 and held it in 1 quarter.
  • Yorktown Management & Research Company's Agiliti Inc position peaked at $198K in Q3 2023.
  • 123 funds tracked by Wall St. Rank held Agiliti Inc as of Q4 2023.

Based on Yorktown Management & Research Company's 13F filing for Q4 2023, filed 26 Jan 2024.