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Mount Yale Investment Advisors’s Tanger SKT Stock Holding History

Mount Yale Investment Advisors’s Portfolio SKT Stock Details SKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,106
Closed -$64.4K – 1449
2025
Q2 		$64.4K Buy
+2,106
New +$64.6K 0.01% 746

Other funds holding SKT

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of Tanger (SKT) in Q3 2025, closing a stake of 2,106 shares — an estimated $64.4K sold.

Mount Yale Investment Advisors first reported a position in SKT in Q2 2025 and held it in 1 quarter. The position peaked at $64.4K in Q2 2025. 340 funds tracked by Wall St. Rank hold SKT as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Tanger position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 2,106 Tanger shares in Q3 2025, an estimated $64.4K.
  • Mount Yale Investment Advisors first reported a position in Tanger in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Tanger position peaked at $64.4K in Q2 2025.
  • 340 funds tracked by Wall St. Rank held Tanger as of Q3 2025.

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