MYIA
MRC

Mount Yale Investment Advisors’s MRC Global MRC Stock Holding History

Mount Yale Investment Advisors’s Portfolio MRC Stock Details MRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-27,747
Closed -$276K – 466
2022
Q2 		$276K Buy
27,747
+6,454
+30% +$71.6K 0.03% 372
2022
Q1 		$254K Buy
+21,293
New +$199K 0.03% 408

Other funds holding MRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Mount Yale Investment Advisors's MRC Position: Q3 2022 in Review

Mount Yale Investment Advisors sold out of MRC Global (MRC) in Q3 2022, closing a stake of 27,747 shares — an estimated $276K sold.

Mount Yale Investment Advisors first reported a position in MRC in Q1 2022 and held it in 2 quarters. The position peaked at $276K in Q2 2022. 174 funds tracked by Wall St. Rank hold MRC as of Q3 2022.

  • Mount Yale Investment Advisors reported no remaining MRC Global position as of Q3 2022 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 27,747 MRC Global shares in Q3 2022, an estimated $276K.
  • Mount Yale Investment Advisors first reported a position in MRC Global in Q1 2022 and held it in 2 quarters.
  • Mount Yale Investment Advisors's MRC Global position peaked at $276K in Q2 2022.
  • 174 funds tracked by Wall St. Rank held MRC Global as of Q3 2022.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2022, filed 7 Nov 2022.