• 13F History

Yellowstone Partners, LLC

13F Filings History

Latest 13F report
Q4 2017 - Jan 24, 2018
Value $
$176M
Signature - Title
Brandon Juber - Controller
Location
Idaho Falls, ID
Summary
This page shows a list of all the recent 13F filings made by Yellowstone Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Yellowstone Partners, LLC reported 182 stock holdings with total value $176M as of Q4 2017. Top holdings included FTCS, SCHW, JPM, HCA, and BAMXXXX.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2017 182 $176M +$17.7M -$19.1M -$1.43M FTCS, SCHW, JPM, HCA, BAMXXXX 13F-HR 1/24/2018, 10:48 AM
Q3 2017 202 $190M FTCS, JPM, SCHW, BAMXXXX, HCA 13F-HR 11/15/2017, 09:01 AM
Q3 2016 246 $272M +$53.4M -$14.8M +$38.6M JPM, SCHW, BAMXXXX, AR, EADSY 13F-HR 10/27/2016, 12:05 PM
Q2 2016 215 $232M +$42.9M -$34.7M +$8.15M JPM, BAMXXXX, SCHW, EADSY, PRI 13F-HR 8/16/2016, 06:54 PM
Q1 2016 225 $232M +$55.2M -$17.4M +$37.9M JPM, BAMXXXX, SCHW, HAL, PRI 13F-HR 8/16/2016, 06:50 PM
Q4 2015 221 $222M +$51.3M -$12.9M +$38.4M JPM, VRX, SCHW, GOOGL, BAMXXXX 13F-HR 8/16/2016, 06:47 PM
Q3 2015 215 $211M +$46.9M -$22.5M +$24.4M VRX, JPM, MSFT, BAMXXXX, HAL 13F-HR 8/16/2016, 06:43 PM
Q2 2015 214 $216M +$43.2M -$9.89M +$33.3M VRX, JPM, ESRX, MSFT, HAL 13F-HR 8/16/2016, 06:38 PM
Q1 2015 203 $198M +$19.7M -$4.9M +$14.8M VRX, ESRX, HAL, MSFT, CVX 13F-HR 8/16/2016, 06:35 PM
Q4 2014 201 $185M +$28.7M -$9.98M +$18.7M VRX, MSFT, ESRX, CVX, JPM 13F-HR 8/16/2016, 06:31 PM
Q3 2014 188 $177M +$31.7M -$20.2M +$11.5M CVX, MSFT, VRX, ESRX, KMR 13F-HR 8/16/2016, 06:28 PM
Q2 2014 179 $171M +$25.4M -$4.41M +$21M CVX, VRX, MSFT, ORCL, NCR 13F-HR 8/16/2016, 06:24 PM
Q1 2014 176 $159M +$22.4M -$7.69M +$14.7M CVX, VRX, MSFT, HAL, ORCL 13F-HR 8/16/2016, 06:22 PM
Q4 2013 175 $155M CVX, VRX, MSFT, ORCL, MSI 13F-HR 8/16/2016, 05:56 PM