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Mount Yale Investment Advisors’s Omnicell OMCL Stock Holding History

Mount Yale Investment Advisors’s Portfolio OMCL Stock Details OMCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-2,289
Closed -$260K – 469
2022
Q2 		$260K Buy
2,289
+158
+7% +$18.1K 0.03% 386
2022
Q1 		$276K Buy
2,131
+574
+37% +$82.7K 0.03% 385
2021
Q4 		$281K Sell
1,557
-19
-1% -$3.3K 0.03% 390
2021
Q3 		$234K Buy
1,576
+32
+2% +$4.9K 0.03% 413
2021
Q2 		$234K Buy
+1,544
New +$215K 0.03% 379

Other funds holding OMCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of Omnicell (OMCL) in Q3 2022, closing a stake of 2,289 shares — an estimated $260K sold.

Mount Yale Investment Advisors first reported a position in OMCL in Q2 2021 and held it in 5 quarters. The position peaked at $281K in Q4 2021. 374 funds tracked by Wall St. Rank hold OMCL as of Q3 2022.

  • Mount Yale Investment Advisors reported no remaining Omnicell position as of Q3 2022 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 2,289 Omnicell shares in Q3 2022, an estimated $260K.
  • Mount Yale Investment Advisors first reported a position in Omnicell in Q2 2021 and held it in 5 quarters.
  • Mount Yale Investment Advisors's Omnicell position peaked at $281K in Q4 2021.
  • 374 funds tracked by Wall St. Rank held Omnicell as of Q3 2022.

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