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Global Retirement Partners’s Ultralife ULBI Stock Holding History

Global Retirement Partners’s Portfolio ULBI Stock Details ULBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-40
Closed -$362 – 3783
2024
Q3 		$362 Hold
40
– – ﹤0.01% 3320
2024
Q2 		$425 Buy
+40
New +$426 ﹤0.01% 3323

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Acadian Asset Management
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Connor, Clark & Lunn Investment Management (CC&L)
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State Street
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Global Retirement Partners's ULBI Position: Q4 2024 in Review

Global Retirement Partners sold out of Ultralife (ULBI) in Q4 2024, closing a stake of 40 shares — an estimated $362 sold.

Global Retirement Partners first reported a position in ULBI in Q2 2024 and held it in 2 quarters. The position peaked at $425 in Q2 2024. 67 funds tracked by Wall St. Rank hold ULBI as of Q4 2024.

  • Global Retirement Partners reported no remaining Ultralife position as of Q4 2024 after selling out during the quarter.
  • Global Retirement Partners sold 40 Ultralife shares in Q4 2024, an estimated $362.
  • Global Retirement Partners first reported a position in Ultralife in Q2 2024 and held it in 2 quarters.
  • Global Retirement Partners's Ultralife position peaked at $425 in Q2 2024.
  • 67 funds tracked by Wall St. Rank held Ultralife as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.