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Householder Group Estate & Retirement Specialist’s CVR Partners UAN Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		$59K Sell
785
-328
-29% -$23.7K 0.04% 201
2024
Q3 		$74K Sell
1,113
-191
-15% -$13.9K 0.02% 416
2024
Q2 		$98K Sell
1,304
-2,733
-68% -$217K 0.03% 356
2024
Q1 		$317K Sell
4,037
-737
-15% -$51.5K 0.09% 180
2023
Q4 		$312K Sell
4,774
-686
-13% -$51.3K 0.1% 179
2023
Q3 		$451K Buy
+5,460
New +$452K 0.16% 116
2023
Q1 		$374K Buy
+4,190
New +$408K 0.14% 141

Other funds holding UAN

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IAM
Ion Asset Management Herzliya, Israel $911M AUM 24.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RC
Rangeley Capital New Canaan, Connecticut $103M AUM 77.36% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $754M AUM 27.39% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's UAN Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its CVR Partners (UAN) stake by 29% in Q4 2024, selling an estimated $23.7K and leaving 785 shares worth $59K. The position accounts for 0.04% of the portfolio, ranked #201.

Householder Group Estate & Retirement Specialist first reported a position in UAN in Q1 2023 and has held it in 7 quarters since. The position peaked at $451K in Q3 2023. 57 funds tracked by Wall St. Rank hold UAN as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 785 shares of CVR Partners worth $59K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 328 CVR Partners shares in Q4 2024, an estimated $23.7K.
  • CVR Partners made up 0.04% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #201 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in CVR Partners in Q1 2023 and has held it in 7 quarters since.
  • Householder Group Estate & Retirement Specialist's CVR Partners position peaked at $451K in Q3 2023.
  • 57 funds tracked by Wall St. Rank held CVR Partners as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.