Yorktown Management & Research Company’s Dominion Energy D Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-3,900	Closed	-$317K	–	248
2020 Q2	$317K	Sell	3,900 -6,300	-62%	-$505K	0.28%	155
2020 Q1	$736K	Sell	10,200 -7,600	-43%	-$621K	0.74%	26
2019 Q4	$1.47M	Hold	17,800	–	–	0.79%	12
2019 Q3	$1.44M	Hold	17,800	–	–	0.78%	8
2019 Q2	$1.38M	Hold	17,800	–	–	0.52%	41
2019 Q1	$1.36M	Buy	17,800 +10,300	+137%	+$752K	0.44%	50
2018 Q4	$536K	Hold	7,500	–	–	0.18%	140
2018 Q3	$527K	Buy	+7,500	New	+$531K	0.15%	159
2016 Q2	–	Sell	-32,500	Closed	-$2.44M	–	319
2016 Q1	$2.44M	Buy	+32,500	New	+$2.3M	0.47%	73
2015 Q4	–	Sell	-38,000	Closed	-$2.67M	–	406
2015 Q3	$2.67M	Buy	+38,000	New	+$2.67M	0.44%	66
2013 Q4	–	Sell	-27,400	Closed	-$1.71M	–	419
2013 Q3	$1.71M	Sell	27,400 -10,000	-27%	-$593K	0.37%	54
2013 Q2	$2.13M	Buy	+37,400	New	+$2.19M	0.45%	54

Other funds holding D

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Yorktown Management & Research Company's D Position: Q3 2020 in Review

Yorktown Management & Research Company sold out of Dominion Energy (D) in Q3 2020, closing a stake of 3,900 shares — an estimated $317K sold.

Yorktown Management & Research Company first reported a position in D in Q2 2013 and held it in 12 quarters. The position peaked at $2.67M in Q3 2015. 1,408 funds tracked by Wall St. Rank hold D as of Q3 2020.

Yorktown Management & Research Company reported no remaining Dominion Energy position as of Q3 2020 after selling out during the quarter.
Yorktown Management & Research Company sold 3,900 Dominion Energy shares in Q3 2020, an estimated $317K.
Yorktown Management & Research Company first reported a position in Dominion Energy in Q2 2013 and held it in 12 quarters.
Yorktown Management & Research Company's Dominion Energy position peaked at $2.67M in Q3 2015.
1,408 funds tracked by Wall St. Rank held Dominion Energy as of Q3 2020.

Based on Yorktown Management & Research Company's 13F filing for Q3 2020, filed 6 Nov 2020.