Fidelity Investments

Fidelity Investments’s CVR Partners UAN Stock Holding History

Fidelity Investments’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 Q3	–	Sell	-1	Closed	-$81	–	5529
2023 Q2	$81	Buy	+1	New	+$88	﹤0.01%	4978
2021 Q4	–	Sell	-1	Closed	–	–	4943
2021 Q3	$0	Buy	+1	New	+$60	﹤0.01%	5043
2020 Q2	–	Hold	0	–	–	–	4177
2020 Q1	–	Hold	0	–	–	–	4271
2019 Q4	–	Hold	0	–	–	–	4272
2019 Q3	–	Hold	0	–	–	–	4235
2019 Q2	–	Hold	0	–	–	–	4189
2018 Q2	–	Sell	-105,820	Closed	-$3.44M	–	2712
2018 Q1	$3.44M	Hold	105,820	–	–	﹤0.01%	2263
2017 Q4	$3.47M	Hold	105,820	–	–	﹤0.01%	2253
2017 Q3	$3.42M	Hold	105,820	–	–	﹤0.01%	2230
2017 Q2	$3.69M	Hold	105,820	–	–	﹤0.01%	2231
2017 Q1	$4.92M	Buy	+105,820	New	+$5.99M	﹤0.01%	2175

Other funds holding UAN

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

Ion Asset Management Herzliya, Israel $818M AUM 24.97% 1-Year Est. Return

Natixis Paris, France $25B AUM 26.79% 1-Year Est. Return

Zazove Associates Incline Village, Nevada $2.11B AUM 1.81% 1-Year Est. Return

Bank of America

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return