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Advisory Research’s Uranium Energy UEC Stock Holding History

Advisory Research’s Portfolio UEC Stock Details UEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-136,174
Closed -$872K – 314
2023
Q4 		$872K Buy
+136,174
New +$812K 0.13% 177
2022
Q2 		– Sell
-41,261
Closed -$189K – 431
2022
Q1 		$189K Buy
41,261
+21,751
+111% +$80K 0.02% 338
2021
Q4 		$65K Buy
+19,510
New +$75.1K 0.01% 323

Other funds holding UEC

MI
MMCAP International Grand Cayman, Cayman Islands $1.18B AUM 50.44% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisory Research's UEC Position: Q1 2024 in Review

Advisory Research sold out of Uranium Energy (UEC) in Q1 2024, closing a stake of 136,174 shares — an estimated $872K sold.

Advisory Research first reported a position in UEC in Q4 2021 and held it in 3 quarters. The position peaked at $872K in Q4 2023. 283 funds tracked by Wall St. Rank hold UEC as of Q1 2024.

  • Advisory Research reported no remaining Uranium Energy position as of Q1 2024 after selling out during the quarter.
  • Advisory Research sold 136,174 Uranium Energy shares in Q1 2024, an estimated $872K.
  • Advisory Research first reported a position in Uranium Energy in Q4 2021 and held it in 3 quarters.
  • Advisory Research's Uranium Energy position peaked at $872K in Q4 2023.
  • 283 funds tracked by Wall St. Rank held Uranium Energy as of Q1 2024.

Based on Advisory Research's 13F filing for Q1 2024, filed 14 May 2024.