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Mount Yale Investment Advisors’s Howard Hughes HHH Stock Holding History

Mount Yale Investment Advisors’s Portfolio HHH Stock Details HHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-3,087
Closed -$358K – 314
2019
Q4 		$358K Sell
3,087
-170
-5% -$18.9K 0.06% 258
2019
Q3 		$338K Sell
3,257
-823
-20% -$102K 0.06% 252
2019
Q2 		$500K Sell
4,080
-200
-5% -$20.5K 0.09% 186
2019
Q1 		$449K Sell
4,280
-127
-3% -$13.2K 0.08% 198
2018
Q4 		$464K Sell
4,407
-396
-8% -$41.2K 0.09% 189
2018
Q3 		$522K Sell
4,803
-914
-16% -$115K 0.09% 167
2018
Q2 		$722K Sell
5,717
-105
-2% -$13.4K 0.14% 136
2018
Q1 		$772K Buy
+5,822
New +$714K 0.17% 123

Other funds holding HHH

PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return