EIM
USAP

Essex Investment Management’s Universal Stainless & Alloy USAP Stock Holding History

Essex Investment Management’s Portfolio USAP Stock Details USAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,184
Closed -$200K – 321
2024
Q3 		$200K Sell
5,184
-3,973
-43% -$142K 0.03% 189
2024
Q2 		$251K Sell
9,157
-17,290
-65% -$510K 0.05% 181
2024
Q1 		$593K Sell
26,447
-35,388
-57% -$715K 0.12% 164
2023
Q4 		$1.24M Sell
61,835
-24,693
-29% -$373K 0.24% 142
2023
Q3 		$1.13M Sell
86,528
-2,621
-3% -$36.8K 0.19% 175
2023
Q2 		$1.25M Buy
89,149
+2,374
+3% +$25.2K 0.17% 173
2023
Q1 		$811K Hold
86,775
– – 0.12% 223
2022
Q4 		$622K Buy
86,775
+1,134
+1% +$8.17K 0.1% 233
2022
Q3 		$610K Sell
85,641
-5,980
-7% -$46.9K 0.1% 228
2022
Q2 		$678K Hold
91,621
– – 0.11% 230
2022
Q1 		$795K Buy
91,621
+19,402
+27% +$177K 0.1% 240
2021
Q4 		$573K Buy
72,219
+14,730
+26% +$132K 0.07% 266
2021
Q3 		$585K Buy
57,489
+13,318
+30% +$145K 0.07% 259
2021
Q2 		$447K Buy
+44,171
New +$443K 0.05% 289

Other funds holding USAP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $158M AUM 42.05% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JCP
JB Capital Partners Armonk, New York $646M AUM 39.9% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Essex Investment Management's USAP Position: Q4 2024 in Review

Essex Investment Management sold out of Universal Stainless & Alloy (USAP) in Q4 2024, closing a stake of 5,184 shares — an estimated $200K sold.

Essex Investment Management first reported a position in USAP in Q2 2021 and held it in 14 quarters. The position peaked at $1.25M in Q2 2023. 132 funds tracked by Wall St. Rank hold USAP as of Q4 2024.

  • Essex Investment Management reported no remaining Universal Stainless & Alloy position as of Q4 2024 after selling out during the quarter.
  • Essex Investment Management sold 5,184 Universal Stainless & Alloy shares in Q4 2024, an estimated $200K.
  • Essex Investment Management first reported a position in Universal Stainless & Alloy in Q2 2021 and held it in 14 quarters.
  • Essex Investment Management's Universal Stainless & Alloy position peaked at $1.25M in Q2 2023.
  • 132 funds tracked by Wall St. Rank held Universal Stainless & Alloy as of Q4 2024.

Based on Essex Investment Management's 13F filing for Q4 2024, filed 7 Feb 2025.