MYIA
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Mount Yale Investment Advisors’s e.l.f. Beauty ELF Stock Holding History

Mount Yale Investment Advisors’s Portfolio ELF Stock Details ELF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-394
Closed -$49K – 930
2025
Q2 		$49K Buy
+394
New +$33.6K ﹤0.01% 822
2024
Q4 		– Sell
-1,780
Closed -$194K – 574
2024
Q3 		$194K Sell
1,780
-34
-2% -$5.33K 0.02% 523
2024
Q2 		$382K Buy
+1,814
New +$322K 0.03% 390
2022
Q4 		– Sell
-5,696
Closed -$214K – 467
2022
Q3 		$214K Sell
5,696
-4,461
-44% -$161K 0.03% 408
2022
Q2 		$312K Buy
10,157
+830
+9% +$20.8K 0.04% 346
2022
Q1 		$241K Buy
9,327
+69
+0.7% +$1.88K 0.03% 415
2021
Q4 		$307K Sell
9,258
-130
-1% -$4.03K 0.03% 370
2021
Q3 		$273K Buy
9,388
+76
+0.8% +$2.18K 0.03% 374
2021
Q2 		$253K Buy
+9,312
New +$266K 0.03% 364

Other funds holding ELF

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return