Crew Capital Management’s ProShares UltraPro MidCap400 UMDD Stock Holding History

Crew Capital Management’s Portfolio UMDD Stock Details UMDD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-9,850	Closed	-$261K	–	154
2024 Q4	$261K	Buy	+9,850	New	+$292K	0.22%	121
2024 Q2	–	Sell	-14,809	Closed	-$419K	–	125
2024 Q1	$419K	Buy	+14,809	New	+$344K	0.34%	83
2022 Q3	–	Sell	-10,521	Closed	-$169K	–	96
2022 Q2	$169K	Sell	10,521 -7,550	-42%	-$165K	0.21%	90
2022 Q1	$522K	Buy	+18,071	New	+$517K	0.5%	46
2021 Q2	–	Sell	-32,900	Closed	-$941K	–	106
2021 Q1	$941K	Buy	+32,900	New	+$841K	0.94%	30

Other funds holding UMDD

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Crew Capital Management's UMDD Position: Q1 2025 in Review

Crew Capital Management sold out of ProShares UltraPro MidCap400 (UMDD) in Q1 2025, closing a stake of 9,850 shares — an estimated $261K sold.

Crew Capital Management first reported a position in UMDD in Q1 2021 and held it in 5 quarters. The position peaked at $941K in Q1 2021. 5 funds tracked by Wall St. Rank hold UMDD as of Q1 2025.

Crew Capital Management reported no remaining ProShares UltraPro MidCap400 position as of Q1 2025 after selling out during the quarter.
Crew Capital Management sold 9,850 ProShares UltraPro MidCap400 shares in Q1 2025, an estimated $261K.
Crew Capital Management first reported a position in ProShares UltraPro MidCap400 in Q1 2021 and held it in 5 quarters.
Crew Capital Management's ProShares UltraPro MidCap400 position peaked at $941K in Q1 2021.
5 funds tracked by Wall St. Rank held ProShares UltraPro MidCap400 as of Q1 2025.

Based on Crew Capital Management's 13F filing for Q1 2025, filed 29 Apr 2025.