Fidelity Investments’s United Maritime USEA Stock Holding History

Fidelity Investments’s Portfolio USEA Stock Details USEA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1	Closed	-$2	–	5661
2023 Q3	$2	Buy	+1	New	+$3	﹤0.01%	5251

Other funds holding USEA

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Advisor OS Chicago, Illinois $1.5B AUM 21.75% 1-Year Est. Return

MJP Associates Farmington, Connecticut $824M AUM 14.86% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FGA

Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return

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

Fidelity Investments's USEA Position: Q4 2023 in Review

Fidelity Investments sold out of United Maritime (USEA) in Q4 2023, closing a stake of 1 share — an estimated $2 sold.

Fidelity Investments first reported a position in USEA in Q3 2023 and held it in 1 quarter. The position peaked at $2 in Q3 2023. 12 funds tracked by Wall St. Rank hold USEA as of Q4 2023.

Fidelity Investments reported no remaining United Maritime position as of Q4 2023 after selling out during the quarter.
Fidelity Investments sold 1 United Maritime share in Q4 2023, an estimated $2.
Fidelity Investments first reported a position in United Maritime in Q3 2023 and held it in 1 quarter.
Fidelity Investments's United Maritime position peaked at $2 in Q3 2023.
12 funds tracked by Wall St. Rank held United Maritime as of Q4 2023.

Based on Fidelity Investments's 13F filing for Q4 2023, filed 13 Feb 2024.