Yorktown Management & Research Company’s Advanced Drainage Systems WMS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-3,100	Closed	-$487K	–	222
2024 Q3	$487K	Hold	3,100	–	–	0.5%	78
2024 Q2	$497K	Hold	3,100	–	–	0.53%	65
2024 Q1	$534K	Hold	3,100	–	–	0.51%	57
2023 Q4	$436K	Hold	3,100	–	–	0.46%	79
2023 Q3	$353K	Hold	3,100	–	–	0.4%	102
2023 Q2	$353K	Hold	3,100	–	–	0.38%	125
2023 Q1	$261K	Hold	3,100	–	–	0.28%	165
2022 Q4	$254K	Buy	+3,100	New	+$314K	0.31%	163

Other funds holding WMS

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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Yorktown Management & Research Company's WMS Position: Q4 2024 in Review

Yorktown Management & Research Company sold out of Advanced Drainage Systems (WMS) in Q4 2024, closing a stake of 3,100 shares — an estimated $487K sold.

Yorktown Management & Research Company first reported a position in WMS in Q4 2022 and held it in 8 quarters. The position peaked at $534K in Q1 2024. 463 funds tracked by Wall St. Rank hold WMS as of Q4 2024.

Yorktown Management & Research Company reported no remaining Advanced Drainage Systems position as of Q4 2024 after selling out during the quarter.
Yorktown Management & Research Company sold 3,100 Advanced Drainage Systems shares in Q4 2024, an estimated $487K.
Yorktown Management & Research Company first reported a position in Advanced Drainage Systems in Q4 2022 and held it in 8 quarters.
Yorktown Management & Research Company's Advanced Drainage Systems position peaked at $534K in Q1 2024.
463 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q4 2024.

Based on Yorktown Management & Research Company's 13F filing for Q4 2024, filed 27 Jan 2025.