YORKTOWN MANAGEMENT & RESEARCH CO INC Information

2303 YORKTOWN AVE, LYNCHBURG, Virginia, 24501, (800) 544-6060

Report Date: 06/30/2014

Position Statistics

Total Positions 536
New Positions 82
Increased Positions 126
Decreased Positions 100
Positions with Activity 226
Sold Out Positions 61
Total Mkt Value (in $ millions) 533

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 2.34%
Capital Goods 1.67%
Conglomerates 0.58%
Consumer Cyclical 0.63%
Consumer/Non-Cyclical 1.55%
Energy 5.07%
Financial 52.72%
Healthcare 1.79%
Services 19.61%
Technology 3.88%
Transportation 0.58%
Utilities 1.17%

61 Sold Out Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
8X8 INC NEW COM -118 Sold Out 0
ADTRAN INC COM -223 Sold Out 0
AMAZON COM INC COM -235 Sold Out 0
AMERICAN PUBLIC EDUCATION INC COM -207 Sold Out 0
ASML HOLDING N V N Y REGISTRY SHS -228 Sold Out 0
BIGLARI HLDGS INC COM -182 Sold Out 0
BIO RAD LABS INC CL A -300 Sold Out 0
BLACKSTONE GROUP L P COM UNIT LTD -1,598 Sold Out 0
BOEING CO COM -216 Sold Out 0
BOTTOMLINE TECH DEL INC COM -218 Sold Out 0
CALAMP CORP COM -187 Sold Out 0
CARLYLE GROUP L P COM UTS LTD PTN -189 Sold Out 0
CONAGRA FOODS INC COM -208 Sold Out 0
COSTAR GROUP INC COM -268 Sold Out 0
CREDIT SUISSE GROUP SPONSORED ADR -180 Sold Out 0
CREE INC COM -177 Sold Out 0
CYNOSURE INC CL A -186 Sold Out 0
DATALINK CORP COM -217 Sold Out 0
DEMANDWARE INC COM -243 Sold Out 0
DEXCOM INC COM -313 Sold Out 0


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