Yorktown Management & Research Company’s FTI Consulting FCN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,600	Closed	-$518K	–	226
2023 Q4	$518K	Hold	2,600	–	–	0.54%	57
2023 Q3	$464K	Hold	2,600	–	–	0.52%	59
2023 Q2	$495K	Sell	2,600 -700	-21%	-$132K	0.53%	66
2023 Q1	$651K	Hold	3,300	–	–	0.7%	34
2022 Q4	$524K	Hold	3,300	–	–	0.64%	42
2022 Q3	$547K	Hold	3,300	–	–	0.71%	36
2022 Q2	$597K	Sell	3,300 -1,300	-28%	-$214K	0.77%	27
2022 Q1	$723K	Hold	4,600	–	–	0.61%	39
2021 Q4	$706K	Hold	4,600	–	–	0.48%	56
2021 Q3	$620K	Hold	4,600	–	–	0.47%	60
2021 Q2	$628K	Buy	4,600 +400	+10%	+$56.3K	0.49%	53
2021 Q1	$588K	Hold	4,200	–	–	0.49%	59
2020 Q4	$469K	Hold	4,200	–	–	0.42%	88
2020 Q3	$445K	Buy	4,200 +528	+14%	+$60K	0.42%	70
2020 Q2	$421K	Sell	3,672 -1,000	-21%	-$121K	0.38%	65
2020 Q1	$560K	Hold	4,672	–	–	0.57%	48
2019 Q4	$517K	Buy	4,672 +500	+12%	+$54.6K	0.28%	124
2019 Q3	$442K	Hold	4,172	–	–	0.24%	128
2019 Q2	$350K	Hold	4,172	–	–	0.13%	195
2019 Q1	$320K	Hold	4,172	–	–	0.1%	235
2018 Q4	$278K	Buy	4,172 +221	+6%	+$14.8K	0.09%	239
2018 Q3	$289K	Buy	+3,951	New	+$291K	0.08%	296

Other funds holding FCN

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Yorktown Management & Research Company's FCN Position: Q1 2024 in Review

Yorktown Management & Research Company sold out of FTI Consulting (FCN) in Q1 2024, closing a stake of 2,600 shares — an estimated $518K sold.

Yorktown Management & Research Company first reported a position in FCN in Q3 2018 and held it in 22 quarters. The position peaked at $723K in Q1 2022. 404 funds tracked by Wall St. Rank hold FCN as of Q1 2024.

Yorktown Management & Research Company reported no remaining FTI Consulting position as of Q1 2024 after selling out during the quarter.
Yorktown Management & Research Company sold 2,600 FTI Consulting shares in Q1 2024, an estimated $518K.
Yorktown Management & Research Company first reported a position in FTI Consulting in Q3 2018 and held it in 22 quarters.
Yorktown Management & Research Company's FTI Consulting position peaked at $723K in Q1 2022.
404 funds tracked by Wall St. Rank held FTI Consulting as of Q1 2024.

Based on Yorktown Management & Research Company's 13F filing for Q1 2024, filed 26 Apr 2024.