CA
UCFI

Crossingbridge Advisors’s CN Healthy Food Tech Group UCFI Stock Holding History

Crossingbridge Advisors’s Portfolio UCFI Stock Details UCFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-333,172
Closed -$3.51M – 91
2025
Q2 		$3.51M Sell
333,172
-9,696
-3% -$102K 3.08% 11
2025
Q1 		$3.59M Buy
342,868
+15,000
+5% +$156K 1.89% 13
2024
Q4 		$3.37M Hold
327,868
– – 1.1% 17
2024
Q3 		$3.34M Buy
327,868
+252,868
+337% +$2.56M 2.54% 11
2024
Q2 		$755K Buy
75,000
+25,000
+50% +$251K 0.45% 38
2024
Q1 		$499K Buy
+50,000
New +$500K 0.38% 39

Other funds holding UCFI

CS
Clear Street New York $17.8B AUM 56.26% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return