Mount Yale Investment Advisors’s Emergent Biosolutions EBS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-2,676	Closed	-$249K	–	429
2021 Q1	$249K	Buy	+2,676	New	+$274K	0.03%	356
2018 Q4	–	Sell	-3,453	Closed	-$240K	–	441
2018 Q3	$240K	Sell	3,453 -947	-22%	-$55.3K	0.04%	289
2018 Q2	$222K	Sell	4,400 -40	-0.9%	-$2.08K	0.04%	293
2018 Q1	$234K	Buy	+4,440	New	+$221K	0.05%	274

Other funds holding EBS

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Mount Yale Investment Advisors's EBS Position: Q2 2021 in Review

Mount Yale Investment Advisors sold out of Emergent Biosolutions (EBS) in Q2 2021, closing a stake of 2,676 shares — an estimated $249K sold.

Mount Yale Investment Advisors first reported a position in EBS in Q1 2018 and held it in 4 quarters. The position peaked at $249K in Q1 2021. 290 funds tracked by Wall St. Rank hold EBS as of Q2 2021.

Mount Yale Investment Advisors reported no remaining Emergent Biosolutions position as of Q2 2021 after selling out during the quarter.
Mount Yale Investment Advisors sold 2,676 Emergent Biosolutions shares in Q2 2021, an estimated $249K.
Mount Yale Investment Advisors first reported a position in Emergent Biosolutions in Q1 2018 and held it in 4 quarters.
Mount Yale Investment Advisors's Emergent Biosolutions position peaked at $249K in Q1 2021.
290 funds tracked by Wall St. Rank held Emergent Biosolutions as of Q2 2021.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2021, filed 4 Aug 2021.