Envestnet Asset Management’s UL Solutions ULS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.55M | Sell |
117,363
-56,861
| -33% | -$4.14M | ﹤0.01% | 1831 |
|
|
2025
Q1 | $9.83M | Buy |
174,224
+5,239
| +3% | +$295K | ﹤0.01% | 1675 |
|
|
2024
Q4 | $8.43M | Buy |
168,985
+31,270
| +23% | +$1.56M | ﹤0.01% | 1760 |
|
|
2024
Q3 | $6.79M | Buy |
137,715
+63,969
| +87% | +$3.15M | ﹤0.01% | 1904 |
|
|
2024
Q2 | $3.11M | Buy |
+73,746
| New | +$3.11M | ﹤0.01% | 2342 |
|