YMRC
IIIV icon

Yorktown Management & Research Company’s i3 Verticals IIIV Stock Holding History

Yorktown Management & Research Company’s Portfolio IIIV Stock Details IIIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-13,500
Closed -$298K – 215
2024
Q2 		$298K Buy
+13,500
New +$285K 0.32% 159

Other funds holding IIIV

GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CC
Crosslink Capital Menlo Park, California $1.02B AUM 9.21% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
LPP
Long Path Partners Stamford, Connecticut $220M AUM 25.96% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

Yorktown Management & Research Company's IIIV Position: Q3 2024 in Review

Yorktown Management & Research Company sold out of i3 Verticals (IIIV) in Q3 2024, closing a stake of 13,500 shares — an estimated $298K sold.

Yorktown Management & Research Company first reported a position in IIIV in Q2 2024 and held it in 1 quarter. The position peaked at $298K in Q2 2024. 137 funds tracked by Wall St. Rank hold IIIV as of Q3 2024.

  • Yorktown Management & Research Company reported no remaining i3 Verticals position as of Q3 2024 after selling out during the quarter.
  • Yorktown Management & Research Company sold 13,500 i3 Verticals shares in Q3 2024, an estimated $298K.
  • Yorktown Management & Research Company first reported a position in i3 Verticals in Q2 2024 and held it in 1 quarter.
  • Yorktown Management & Research Company's i3 Verticals position peaked at $298K in Q2 2024.
  • 137 funds tracked by Wall St. Rank held i3 Verticals as of Q3 2024.

Based on Yorktown Management & Research Company's 13F filing for Q3 2024, filed 25 Oct 2024.