A
ULY

Allianz’s Urgent.ly ULY Stock Holding History

Allianz’s Portfolio ULY Stock Details ULY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,691
Closed -$34.9K – 470
2024
Q2 		$34.9K Hold
1,691
– – ﹤0.01% 406
2024
Q1 		$38.1K Buy
+1,691
New +$48.2K ﹤0.01% 409

Other funds holding ULY

MCS
Mithaq Capital SPC Al Malqa, Riyadh, Saudi Arabia $166M AUM 31.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FI
Fosun International Hong Kong, China $399M AUM 16.11% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Allianz's ULY Position: Q3 2024 in Review

Allianz sold out of Urgent.ly (ULY) in Q3 2024, closing a stake of 1,691 shares — an estimated $34.9K sold.

Allianz first reported a position in ULY in Q1 2024 and held it in 2 quarters. The position peaked at $38.1K in Q1 2024. 30 funds tracked by Wall St. Rank hold ULY as of Q3 2024.

  • Allianz reported no remaining Urgent.ly position as of Q3 2024 after selling out during the quarter.
  • Allianz sold 1,691 Urgent.ly shares in Q3 2024, an estimated $34.9K.
  • Allianz first reported a position in Urgent.ly in Q1 2024 and held it in 2 quarters.
  • Allianz's Urgent.ly position peaked at $38.1K in Q1 2024.
  • 30 funds tracked by Wall St. Rank held Urgent.ly as of Q3 2024.

Based on Allianz's 13F filing for Q3 2024, filed 12 May 2025.