Yorktown Management & Research Company’s Buckle BKE Stock Holding History

Yorktown Management & Research Company’s Portfolio BKE Stock Details BKE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-6,400	Closed	-$214K	–	203
2023 Q3	$214K	Hold	6,400	–	–	0.24%	201
2023 Q2	$221K	Sell	6,400 -1,800	-22%	-$60.4K	0.24%	185
2023 Q1	$293K	Hold	8,200	–	–	0.32%	142
2022 Q4	$372K	Hold	8,200	–	–	0.45%	95
2022 Q3	$260K	Hold	8,200	–	–	0.34%	130
2022 Q2	$227K	Sell	8,200 -3,200	-28%	-$100K	0.29%	155
2022 Q1	$377K	Hold	11,400	–	–	0.32%	129
2021 Q4	$482K	Hold	11,400	–	–	0.33%	130
2021 Q3	$451K	Hold	11,400	–	–	0.34%	123
2021 Q2	$567K	Buy	+11,400	New	+$484K	0.44%	64

Other funds holding BKE

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

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

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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Yorktown Management & Research Company sold out of Buckle (BKE) in Q4 2023, closing a stake of 6,400 shares — an estimated $214K sold.

Yorktown Management & Research Company first reported a position in BKE in Q2 2021 and held it in 10 quarters. The position peaked at $567K in Q2 2021. 229 funds tracked by Wall St. Rank hold BKE as of Q4 2023.

Yorktown Management & Research Company reported no remaining Buckle position as of Q4 2023 after selling out during the quarter.
Yorktown Management & Research Company sold 6,400 Buckle shares in Q4 2023, an estimated $214K.
Yorktown Management & Research Company first reported a position in Buckle in Q2 2021 and held it in 10 quarters.
Yorktown Management & Research Company's Buckle position peaked at $567K in Q2 2021.
229 funds tracked by Wall St. Rank held Buckle as of Q4 2023.

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