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Sierra Ocean’s Maui Land & Pineapple Co MLP Stock Holding History

Sierra Ocean’s Portfolio MLP Stock Details MLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-67
Closed -$1.22K – 589
2025
Q2 		$1.22K Hold
67
– – ﹤0.01% 855
2025
Q1 		$1.18K Hold
67
– – ﹤0.01% 886
2024
Q4 		$1.47K Buy
+67
New +$1.53K ﹤0.01% 836

Other funds holding MLP

TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
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
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sierra Ocean's MLP Position: Q3 2025 in Review

Sierra Ocean sold out of Maui Land & Pineapple Co (MLP) in Q3 2025, closing a stake of 67 shares — an estimated $1.22K sold.

Sierra Ocean first reported a position in MLP in Q4 2024 and held it in 3 quarters. The position peaked at $1.47K in Q4 2024. 67 funds tracked by Wall St. Rank hold MLP as of Q3 2025.

  • Sierra Ocean reported no remaining Maui Land & Pineapple Co position as of Q3 2025 after selling out during the quarter.
  • Sierra Ocean sold 67 Maui Land & Pineapple Co shares in Q3 2025, an estimated $1.22K.
  • Sierra Ocean first reported a position in Maui Land & Pineapple Co in Q4 2024 and held it in 3 quarters.
  • Sierra Ocean's Maui Land & Pineapple Co position peaked at $1.47K in Q4 2024.
  • 67 funds tracked by Wall St. Rank held Maui Land & Pineapple Co as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.