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 $19.5B AUM 2.08% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

NSCM

New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return

Mount Yale Investment Advisors's HHH Position: Q1 2020 in Review

Mount Yale Investment Advisors sold out of Howard Hughes (HHH) in Q1 2020, closing a stake of 3,087 shares — an estimated $358K sold.

Mount Yale Investment Advisors first reported a position in HHH in Q1 2018 and held it in 8 quarters. The position peaked at $772K in Q1 2018. 223 funds tracked by Wall St. Rank hold HHH as of Q1 2020.

Mount Yale Investment Advisors reported no remaining Howard Hughes position as of Q1 2020 after selling out during the quarter.
Mount Yale Investment Advisors sold 3,087 Howard Hughes shares in Q1 2020, an estimated $358K.
Mount Yale Investment Advisors first reported a position in Howard Hughes in Q1 2018 and held it in 8 quarters.
Mount Yale Investment Advisors's Howard Hughes position peaked at $772K in Q1 2018.
223 funds tracked by Wall St. Rank held Howard Hughes as of Q1 2020.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2020, filed 4 May 2020.