Pinnacle Bancorp’s Ultrapar UGP Stock Holding History

Pinnacle Bancorp’s Portfolio UGP Stock Details UGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,417	Closed	-$3.73K	–	936
2024 Q4	$3.73K	Hold	1,417	–	–	﹤0.01%	815
2024 Q3	$5.5K	Hold	1,417	–	–	﹤0.01%	769
2024 Q2	$5.54K	Hold	1,417	–	–	﹤0.01%	742
2024 Q1	$8.11K	Buy	1,417 +539	+61%	+$3.11K	﹤0.01%	683
2023 Q4	$4.76K	Buy	+878	New	+$4.05K	﹤0.01%	719

Other funds holding UGP

Naman Capital Sao Paulo, Brazil $360M AUM 27.43% 1-Year Est. Return

PCP

Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

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

Pinnacle Bancorp's UGP Position: Q1 2025 in Review

Pinnacle Bancorp sold out of Ultrapar (UGP) in Q1 2025, closing a stake of 1,417 shares — an estimated $3.73K sold.

Pinnacle Bancorp first reported a position in UGP in Q4 2023 and held it in 5 quarters. The position peaked at $8.11K in Q1 2024. 117 funds tracked by Wall St. Rank hold UGP as of Q1 2025.

Pinnacle Bancorp reported no remaining Ultrapar position as of Q1 2025 after selling out during the quarter.
Pinnacle Bancorp sold 1,417 Ultrapar shares in Q1 2025, an estimated $3.73K.
Pinnacle Bancorp first reported a position in Ultrapar in Q4 2023 and held it in 5 quarters.
Pinnacle Bancorp's Ultrapar position peaked at $8.11K in Q1 2024.
117 funds tracked by Wall St. Rank held Ultrapar as of Q1 2025.

Based on Pinnacle Bancorp's 13F filing for Q1 2025, filed 23 Apr 2025.