Yorktown Management & Research Company’s Federal Realty Investment Trust FRT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-2,500	Closed	-$322K	–	271
2019 Q4	$322K	Hold	2,500	–	–	0.17%	177
2019 Q3	$340K	Hold	2,500	–	–	0.18%	151
2019 Q2	$322K	Hold	2,500	–	–	0.12%	215
2019 Q1	$345K	Hold	2,500	–	–	0.11%	215
2018 Q4	$295K	Buy	+2,500	New	+$314K	0.1%	221

Other funds holding FRT

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

Norges Bank Oslo, Norway $935B AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 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

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Yorktown Management & Research Company's FRT Position: Q1 2020 in Review

Yorktown Management & Research Company sold out of Federal Realty Investment Trust (FRT) in Q1 2020, closing a stake of 2,500 shares — an estimated $322K sold.

Yorktown Management & Research Company first reported a position in FRT in Q4 2018 and held it in 5 quarters. The position peaked at $345K in Q1 2019. 387 funds tracked by Wall St. Rank hold FRT as of Q1 2020.

Yorktown Management & Research Company reported no remaining Federal Realty Investment Trust position as of Q1 2020 after selling out during the quarter.
Yorktown Management & Research Company sold 2,500 Federal Realty Investment Trust shares in Q1 2020, an estimated $322K.
Yorktown Management & Research Company first reported a position in Federal Realty Investment Trust in Q4 2018 and held it in 5 quarters.
Yorktown Management & Research Company's Federal Realty Investment Trust position peaked at $345K in Q1 2019.
387 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2020.

Based on Yorktown Management & Research Company's 13F filing for Q1 2020, filed 29 Apr 2020.