Mount Yale Investment Advisors’s Jazz Pharmaceuticals JAZZ Stock Holding History

Mount Yale Investment Advisors’s Portfolio JAZZ Stock Details JAZZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-4,411	Closed	-$487K	–	360
2020 Q2	$487K	Sell	4,411 -231	-5%	-$25.5K	0.09%	230
2020 Q1	$463K	Sell	4,642 -173	-4%	-$22.4K	0.1%	184
2019 Q4	$690K	Sell	4,815 -3	-0.1%	-$408	0.12%	153
2019 Q3	$638K	Sell	4,818 -194	-4%	-$26K	0.11%	153
2019 Q2	$685K	Buy	5,012 +2,220	+80%	+$298K	0.13%	139
2019 Q1	$399K	Hold	2,792	–	–	0.07%	220
2018 Q4	$347K	Buy	2,792 +324	+13%	+$48.1K	0.07%	235
2018 Q3	$347K	Sell	2,468 -1	-0%	-$172	0.06%	234
2018 Q2	$425K	Buy	+2,469	New	+$404K	0.08%	199

Other funds holding JAZZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Mount Yale Investment Advisors's JAZZ Position: Q3 2020 in Review

Mount Yale Investment Advisors sold out of Jazz Pharmaceuticals (JAZZ) in Q3 2020, closing a stake of 4,411 shares — an estimated $487K sold.

Mount Yale Investment Advisors first reported a position in JAZZ in Q2 2018 and held it in 9 quarters. The position peaked at $690K in Q4 2019. 390 funds tracked by Wall St. Rank hold JAZZ as of Q3 2020.

Mount Yale Investment Advisors reported no remaining Jazz Pharmaceuticals position as of Q3 2020 after selling out during the quarter.
Mount Yale Investment Advisors sold 4,411 Jazz Pharmaceuticals shares in Q3 2020, an estimated $487K.
Mount Yale Investment Advisors first reported a position in Jazz Pharmaceuticals in Q2 2018 and held it in 9 quarters.
Mount Yale Investment Advisors's Jazz Pharmaceuticals position peaked at $690K in Q4 2019.
390 funds tracked by Wall St. Rank held Jazz Pharmaceuticals as of Q3 2020.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2020, filed 16 Nov 2020.