IAA
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Independent Advisor Alliance’s CVR Partners UAN Stock Holding History

Independent Advisor Alliance’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
Q1 		– Sell
-17,071
Closed -$1.12M – 738
2023
Q4 		$1.12M Buy
17,071
+1,377
+9% +$103K 0.04% 287
2023
Q3 		$1.3M Sell
15,694
-2,123
-12% -$176K 0.06% 255
2023
Q2 		$1.44M Sell
17,817
-37
-0.2% -$3.24K 0.06% 256
2023
Q1 		$1.59M Buy
17,854
+305
+2% +$29.7K 0.08% 221
2022
Q4 		$1.76K Buy
17,549
+1,662
+10% +$195K ﹤0.01% 264
2022
Q3 		$1.82M Buy
15,887
+1,535
+11% +$175K 0.11% 182
2022
Q2 		$1.43M Buy
14,352
+1,057
+8% +$142K 0.08% 207
2022
Q1 		$1.83M Buy
13,295
+3,230
+32% +$344K 0.09% 196
2021
Q4 		$832K Buy
10,065
+4,208
+72% +$334K 0.04% 306
2021
Q3 		$408K Buy
5,857
+1,077
+23% +$64.9K 0.02% 424
2021
Q2 		$296K Buy
+4,780
New +$268K 0.02% 508

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
N
Natixis Paris, France $25B AUM 26.79% 1-Year Est. Return
IAM
Ion Asset Management Herzliya, Israel $818M AUM 24.97% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $2.11B AUM 1.81% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return