Mount Yale Investment Advisors’s Grand Canyon Education LOPE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1	Closed	-$189	–	1202
2025 Q2	$189	Buy	+1	New	+$185	﹤0.01%	1456
2018 Q4	–	Sell	-37	Closed	-$5K	–	566
2018 Q3	$5K	Sell	37 -319	-90%	-$37.2K	﹤0.01%	879
2018 Q2	$40K	Sell	356 -327	-48%	-$35.9K	0.01%	674
2018 Q1	$72K	Buy	+683	New	+$66K	0.02%	541

Other funds holding LOPE

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mount Yale Investment Advisors's LOPE Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Grand Canyon Education (LOPE) in Q3 2025, closing a stake of 1 share — an estimated $189 sold.

Mount Yale Investment Advisors first reported a position in LOPE in Q1 2018 and held it in 4 quarters. The position peaked at $72K in Q1 2018. 489 funds tracked by Wall St. Rank hold LOPE as of Q3 2025.

Mount Yale Investment Advisors reported no remaining Grand Canyon Education position as of Q3 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 1 Grand Canyon Education share in Q3 2025, an estimated $189.
Mount Yale Investment Advisors first reported a position in Grand Canyon Education in Q1 2018 and held it in 4 quarters.
Mount Yale Investment Advisors's Grand Canyon Education position peaked at $72K in Q1 2018.
489 funds tracked by Wall St. Rank held Grand Canyon Education as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.