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Donald Yacktman

Yacktman Asset Management

Donald Yacktman MARTHA STEWART LIVING-A stake

total: 148

Yacktman Asset Management MSO trades

Total transactions:
4
New positions:
1
Sold out:
1
Added:
1
Reduced:
1
Held since:
2014 Q3
Held for:
4 quarters
Latest activity:
2015 Q3
According to 2026 Q2 report, Donald Yacktman doesn't hold any MARTHA STEWART LIVING-A (MSO) shares. To date, the estimated cost basis is nearly $3.74 for "buy" trades and estimated average "sell" price is $6.24. Yacktman Asset Management first purchased MSO in 2014 Q3, initially acquiring 44,000 shares. Since the initial investment in MARTHA STEWART LIVING-A (MSO), Yacktman Asset Management has made 3 more transactions.

When did Donald Yacktman sell MARTHA STEWART LIVING-A (MSO)?

Donald Yacktman sold off the entire MARTHA STEWART LIVING-A (MSO) position in 2015 Q3.

When did Donald Yacktman buy MARTHA STEWART LIVING-A (MSO)?

Donald Yacktman first invested in MARTHA STEWART LIVING-A (MSO) in 2014 Q3 at the reported quarter-end price of $3.59 per share.

What's the cost basis of Yacktman Asset Management's MSO stake?

The estimated cost basis for MARTHA STEWART LIVING-A (MSO) stake is around $3.74 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$3.74
Weighted AVG sell price:
$6.24

Donald Yacktman's historical trades in MARTHA STEWART LIVING-A

4 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2015 Q3
0.00%
$6.24
-100% (-25,000)
2015 Q2
0.00%
$6.24
-54.55% (-30,000)
2014 Q4
0.00%
$4.31
+25.00% (+11,000)
2014 Q3
0.00%
$3.59
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.