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Mount Yale Investment Advisors’s SandRidge Energy SD Stock Holding History

Mount Yale Investment Advisors’s Portfolio SD Stock Details SD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-139
Closed -$1.5K – 1434
2025
Q2 		$1.5K Buy
+139
New +$1.42K ﹤0.01% 1363
2018
Q4 		– Sell
-135
Closed -$1K – 688
2018
Q3 		$1K Hold
135
– – ﹤0.01% 922
2018
Q2 		$2K Hold
135
– – ﹤0.01% 922
2018
Q1 		$2K Buy
+135
New +$2.28K ﹤0.01% 916

Other funds holding SD

IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $486M AUM 50.29% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of SandRidge Energy (SD) in Q3 2025, closing a stake of 139 shares — an estimated $1.5K sold.

Mount Yale Investment Advisors first reported a position in SD in Q1 2018 and held it in 4 quarters. The position peaked at $2K in Q2 2018. 151 funds tracked by Wall St. Rank hold SD as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining SandRidge Energy position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 139 SandRidge Energy shares in Q3 2025, an estimated $1.5K.
  • Mount Yale Investment Advisors first reported a position in SandRidge Energy in Q1 2018 and held it in 4 quarters.
  • Mount Yale Investment Advisors's SandRidge Energy position peaked at $2K in Q2 2018.
  • 151 funds tracked by Wall St. Rank held SandRidge Energy as of Q3 2025.

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