D.J. St. Germain’s CVR Partners UAN Stock Holding History

D.J. St. Germain’s Portfolio UAN Stock Details UAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-9	Closed	-$743	–	822
2023 Q3	$743	Buy	+9	New	+$746	﹤0.01%	703

Other funds holding UAN

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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

IAM

Ion Asset Management Herzliya, Israel $911M AUM 24.97% 1-Year Est. Return

Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

D.J. St. Germain's UAN Position: Q4 2023 in Review

D.J. St. Germain sold out of CVR Partners (UAN) in Q4 2023, closing a stake of 9 shares — an estimated $743 sold.

D.J. St. Germain first reported a position in UAN in Q3 2023 and held it in 1 quarter. The position peaked at $743 in Q3 2023. 57 funds tracked by Wall St. Rank hold UAN as of Q4 2023.

D.J. St. Germain reported no remaining CVR Partners position as of Q4 2023 after selling out during the quarter.
D.J. St. Germain sold 9 CVR Partners shares in Q4 2023, an estimated $743.
D.J. St. Germain first reported a position in CVR Partners in Q3 2023 and held it in 1 quarter.
D.J. St. Germain's CVR Partners position peaked at $743 in Q3 2023.
57 funds tracked by Wall St. Rank held CVR Partners as of Q4 2023.

Based on D.J. St. Germain's 13F filing for Q4 2023, filed 2 Jan 2024.