MYIA
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Mount Yale Investment Advisors’s Eagle Materials EXP Stock Holding History

Mount Yale Investment Advisors’s Portfolio EXP Stock Details EXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-313
Closed -$63.3K – 980
2025
Q2 		$63.3K Buy
+313
New +$67.5K ﹤0.01% 753

Other funds holding EXP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of Eagle Materials (EXP) in Q3 2025, closing a stake of 313 shares — an estimated $63.3K sold.

Mount Yale Investment Advisors first reported a position in EXP in Q2 2025 and held it in 1 quarter. The position peaked at $63.3K in Q2 2025. 485 funds tracked by Wall St. Rank hold EXP as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Eagle Materials position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 313 Eagle Materials shares in Q3 2025, an estimated $63.3K.
  • Mount Yale Investment Advisors first reported a position in Eagle Materials in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Eagle Materials position peaked at $63.3K in Q2 2025.
  • 485 funds tracked by Wall St. Rank held Eagle Materials as of Q3 2025.

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