Mount Yale Investment Advisors’s Alexander & Baldwin ALEX Stock Holding History

Mount Yale Investment Advisors’s Portfolio ALEX Stock Details ALEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-2,568	Closed	-$45.8K	–	703
2025 Q2	$45.8K	Buy	+2,568	New	+$44.7K	﹤0.01%	838
2018 Q4	–	Sell	-4,618	Closed	-$101K	–	327
2018 Q3	$101K	Sell	4,618 -584	-11%	-$13.9K	0.02%	440
2018 Q2	$122K	Sell	5,202 -1,680	-24%	-$37.3K	0.02%	398
2018 Q1	$159K	Buy	+6,882	New	+$172K	0.03%	324

Other funds holding ALEX

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Mount Yale Investment Advisors's ALEX Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Alexander & Baldwin (ALEX) in Q3 2025, closing a stake of 2,568 shares — an estimated $45.8K sold.

Mount Yale Investment Advisors first reported a position in ALEX in Q1 2018 and held it in 4 quarters. The position peaked at $159K in Q1 2018. 267 funds tracked by Wall St. Rank hold ALEX as of Q3 2025.

Mount Yale Investment Advisors reported no remaining Alexander & Baldwin position as of Q3 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 2,568 Alexander & Baldwin shares in Q3 2025, an estimated $45.8K.
Mount Yale Investment Advisors first reported a position in Alexander & Baldwin in Q1 2018 and held it in 4 quarters.
Mount Yale Investment Advisors's Alexander & Baldwin position peaked at $159K in Q1 2018.
267 funds tracked by Wall St. Rank held Alexander & Baldwin as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.