MYIA
SNCY

Mount Yale Investment Advisors’s Sun Country Airlines SNCY Stock Holding History

Mount Yale Investment Advisors’s Portfolio SNCY Stock Details SNCY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-167
Closed -$1.96K – 1468
2025
Q2 		$1.96K Buy
+167
New +$1.83K ﹤0.01% 1335
2022
Q2 		– Sell
-10,187
Closed -$267K – 492
2022
Q1 		$267K Buy
+10,187
New +$266K 0.03% 397

Other funds holding SNCY

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
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 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

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

Mount Yale Investment Advisors sold out of Sun Country Airlines (SNCY) in Q3 2025, closing a stake of 167 shares — an estimated $1.96K sold.

Mount Yale Investment Advisors first reported a position in SNCY in Q1 2022 and held it in 2 quarters. The position peaked at $267K in Q1 2022. 195 funds tracked by Wall St. Rank hold SNCY as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Sun Country Airlines position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 167 Sun Country Airlines shares in Q3 2025, an estimated $1.96K.
  • Mount Yale Investment Advisors first reported a position in Sun Country Airlines in Q1 2022 and held it in 2 quarters.
  • Mount Yale Investment Advisors's Sun Country Airlines position peaked at $267K in Q1 2022.
  • 195 funds tracked by Wall St. Rank held Sun Country Airlines as of Q3 2025.

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