RCM
UCFI

Robinson Capital Management’s CN Healthy Food Tech Group UCFI Stock Holding History

Robinson Capital Management’s Portfolio UCFI Stock Details UCFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-18,000
Closed -$186K – 131
2025
Q2 		$186K Sell
18,000
-250
-1% -$2.64K 0.08% 84
2025
Q1 		$191K Sell
18,250
-16,697
-48% -$174K 0.08% 76
2024
Q4 		$360K Sell
34,947
-14,565
-29% -$150K 0.15% 62
2024
Q3 		$505K Sell
49,512
-1,020
-2% -$10.3K 0.17% 65
2024
Q2 		$508K Buy
50,532
+25,383
+101% +$255K 0.18% 67
2024
Q1 		$252K Buy
+25,149
New +$251K 0.09% 109

Other funds holding UCFI

CS
Clear Street New York $17.8B AUM 56.26% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return