Mount Yale Investment Advisors
INN icon

Mount Yale Investment Advisors’s Summit Hotel Properties INN Stock Holding History

Mount Yale Investment Advisors’s Portfolio INN Stock Details INN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-20,652
Closed -$112K – 1504
2025
Q1 		$112K Buy
20,652
+200
+1% +$1.27K 0.01% 525
2024
Q4 		$140K Buy
+20,452
New +$134K 0.01% 532
2024
Q3 		– Sell
-20,392
Closed -$122K – 577
2024
Q2 		$122K Sell
20,392
-121
-0.6% -$740 0.01% 526
2024
Q1 		$134K Buy
20,513
+10,312
+101% +$67.3K 0.01% 524
2023
Q4 		$68.5K Sell
10,201
-11,333
-53% -$69.8K 0.01% 488
2023
Q3 		$125K Sell
21,534
-591
-3% -$3.53K 0.01% 488
2023
Q2 		$144K Sell
22,125
-1,326
-6% -$8.77K 0.02% 469
2023
Q1 		$164K Sell
23,451
-1,154
-5% -$8.75K 0.02% 469
2022
Q4 		$178K Buy
24,605
+5,390
+28% +$42.2K 0.02% 438
2022
Q3 		$129K Sell
19,215
-268
-1% -$2.1K 0.02% 434
2022
Q2 		$142K Buy
19,483
+1,776
+10% +$15.6K 0.02% 448
2022
Q1 		$176K Buy
17,707
+73
+0.4% +$717 0.02% 458
2021
Q4 		$172K Sell
17,634
-284
-2% -$2.76K 0.02% 448
2021
Q3 		$173K Sell
17,918
-107
-0.6% -$979 0.02% 451
2021
Q2 		$168K Sell
18,025
-4,628
-20% -$45.8K 0.02% 418
2021
Q1 		$230K Sell
22,653
-884
-4% -$8.54K 0.03% 376
2020
Q4 		$212K Buy
23,537
+5,324
+29% +$39.4K 0.03% 369
2020
Q3 		$94K Buy
18,213
+131
+0.7% +$740 0.01% 348
2020
Q2 		$107K Buy
+18,082
New +$102K 0.02% 327

Other funds holding INN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
H2CM
H/2 Credit Manager Stamford, Connecticut $526M AUM 70.67% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Mount Yale Investment Advisors's INN Position: Q2 2025 in Review

Mount Yale Investment Advisors sold out of Summit Hotel Properties (INN) in Q2 2025, closing a stake of 20,652 shares — an estimated $112K sold.

Mount Yale Investment Advisors first reported a position in INN in Q2 2020 and held it in 19 quarters. The position peaked at $230K in Q1 2021. 207 funds tracked by Wall St. Rank hold INN as of Q2 2025.

  • Mount Yale Investment Advisors reported no remaining Summit Hotel Properties position as of Q2 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 20,652 Summit Hotel Properties shares in Q2 2025, an estimated $112K.
  • Mount Yale Investment Advisors first reported a position in Summit Hotel Properties in Q2 2020 and held it in 19 quarters.
  • Mount Yale Investment Advisors's Summit Hotel Properties position peaked at $230K in Q1 2021.
  • 207 funds tracked by Wall St. Rank held Summit Hotel Properties as of Q2 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.