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Mount Yale Investment Advisors’s Gerdau GGB Stock Holding History

Mount Yale Investment Advisors’s Portfolio GGB Stock Details GGB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-35,007
Closed -$101K – 553
2024
Q4 		$101K Buy
+35,007
New +$116K 0.01% 534
2023
Q3 		– Sell
-52,930
Closed -$230K – 507
2023
Q2 		$230K Buy
+52,930
New +$221K 0.02% 441
2023
Q1 		– Sell
-21,140
Closed -$93K – 498
2022
Q4 		$93K Buy
+21,140
New +$90.9K 0.01% 444

Other funds holding GGB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CCM
Contrarian Capital Management Greenwich, Connecticut $357M AUM 18.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mount Yale Investment Advisors's GGB Position: Q1 2025 in Review

Mount Yale Investment Advisors sold out of Gerdau (GGB) in Q1 2025, closing a stake of 35,007 shares — an estimated $101K sold.

Mount Yale Investment Advisors first reported a position in GGB in Q4 2022 and held it in 3 quarters. The position peaked at $230K in Q2 2023. 182 funds tracked by Wall St. Rank hold GGB as of Q1 2025.

  • Mount Yale Investment Advisors reported no remaining Gerdau position as of Q1 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 35,007 Gerdau shares in Q1 2025, an estimated $101K.
  • Mount Yale Investment Advisors first reported a position in Gerdau in Q4 2022 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Gerdau position peaked at $230K in Q2 2023.
  • 182 funds tracked by Wall St. Rank held Gerdau as of Q1 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2025, filed 16 Apr 2025.