MYIA
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Mount Yale Investment Advisors’s Avantor AVTR Stock Holding History

Mount Yale Investment Advisors’s Portfolio AVTR Stock Details AVTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,343
Closed -$268K – 559
2024
Q3 		$268K Sell
10,343
-2,907
-22% -$71.4K 0.03% 470
2024
Q2 		$281K Sell
13,250
-5,472
-29% -$132K 0.02% 449
2024
Q1 		$479K Buy
18,722
+9,066
+94% +$216K 0.04% 357
2023
Q4 		$220K Sell
9,656
-11,421
-54% -$234K 0.02% 464
2023
Q3 		$444K Buy
21,077
+3,801
+22% +$80.8K 0.05% 324
2023
Q2 		$355K Buy
17,276
+4,592
+36% +$92.8K 0.04% 362
2023
Q1 		$268K Buy
+12,684
New +$289K 0.03% 406
2022
Q4 		– Sell
-14,965
Closed -$293K – 456
2022
Q3 		$293K Buy
14,965
+1,371
+10% +$36.7K 0.04% 348
2022
Q2 		$423K Buy
13,594
+1,636
+14% +$51.1K 0.05% 308
2022
Q1 		$404K Buy
11,958
+251
+2% +$8.95K 0.04% 325
2021
Q4 		$493K Buy
11,707
+74
+0.6% +$2.92K 0.05% 295
2021
Q3 		$476K Sell
11,633
-1,048
-8% -$40.9K 0.05% 293
2021
Q2 		$450K Buy
12,681
+4,110
+48% +$133K 0.05% 278
2021
Q1 		$248K Buy
8,571
+1,052
+14% +$30.4K 0.03% 359
2020
Q4 		$212K Buy
+7,519
New +$194K 0.03% 368

Other funds holding AVTR

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
NMC
New Mountain Capital New York $110M AUM 51.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return