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Mount Yale Investment Advisors’s Nice NICE Stock Holding History

Mount Yale Investment Advisors’s Portfolio NICE Stock Details NICE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-4
Closed -$676 – 1269
2025
Q2 		$676 Buy
+4
New +$644 ﹤0.01% 1406
2025
Q1 		– Sell
-1,918
Closed -$326K – 571
2024
Q4 		$326K Buy
1,918
+280
+17% +$49.9K 0.03% 422
2024
Q3 		$284K Sell
1,638
-51
-3% -$8.76K 0.03% 451
2024
Q2 		$290K Sell
1,689
-400
-19% -$82.3K 0.02% 439
2024
Q1 		$544K Buy
2,089
+595
+40% +$135K 0.04% 338
2023
Q4 		$298K Buy
+1,494
New +$269K 0.03% 411
2020
Q3 		– Sell
-2,996
Closed -$567K – 367
2020
Q2 		$567K Sell
2,996
-218
-7% -$38.2K 0.1% 211
2020
Q1 		$461K Sell
3,214
-494
-13% -$79.7K 0.1% 186
2019
Q4 		$639K Sell
3,708
-483
-12% -$73.7K 0.11% 157
2019
Q3 		$663K Sell
4,191
-134
-3% -$20K 0.12% 149
2019
Q2 		$654K Sell
4,325
-715
-14% -$96.5K 0.12% 144
2019
Q1 		$617K Sell
5,040
-1,778
-26% -$200K 0.12% 143
2018
Q4 		$763K Sell
6,818
-711
-9% -$77.8K 0.15% 130
2018
Q3 		$808K Buy
7,529
+1,301
+21% +$146K 0.14% 126
2018
Q2 		$646K Buy
6,228
+832
+15% +$84.3K 0.12% 149
2018
Q1 		$507K Buy
+5,396
New +$503K 0.11% 168

Other funds holding NICE

Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of Nice (NICE) in Q3 2025, closing a stake of 4 shares — an estimated $676 sold.

Mount Yale Investment Advisors first reported a position in NICE in Q1 2018 and held it in 16 quarters. The position peaked at $808K in Q3 2018. 377 funds tracked by Wall St. Rank hold NICE as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Nice position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 4 Nice shares in Q3 2025, an estimated $676.
  • Mount Yale Investment Advisors first reported a position in Nice in Q1 2018 and held it in 16 quarters.
  • Mount Yale Investment Advisors's Nice position peaked at $808K in Q3 2018.
  • 377 funds tracked by Wall St. Rank held Nice as of Q3 2025.

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