SRC
USAP

Shufro Rose & Co’s Universal Stainless & Alloy USAP Stock Holding History

Shufro Rose & Co’s Portfolio USAP Stock Details USAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-14,197
Closed -$102K – 353
2022
Q4 		$102K Sell
14,197
-3,500
-20% -$25.2K 0.01% 310
2022
Q3 		$126K Hold
17,697
– – 0.01% 294
2022
Q2 		$131K Hold
17,697
– – 0.01% 285
2022
Q1 		$154K Buy
17,697
+3,500
+25% +$32K 0.01% 295
2021
Q4 		$113K Hold
14,197
– – 0.01% 294
2021
Q3 		$144K Hold
14,197
– – 0.01% 275
2021
Q2 		$144K Hold
14,197
– – 0.01% 272
2021
Q1 		$144K Hold
14,197
– – 0.01% 274
2020
Q4 		$106K Hold
14,197
– – 0.01% 266
2020
Q3 		$78K Hold
14,197
– – 0.01% 267
2020
Q2 		$122K Hold
14,197
– – 0.01% 263
2020
Q1 		$109K Hold
14,197
– – 0.01% 265
2019
Q4 		$212K Hold
14,197
– – 0.02% 272
2019
Q3 		$221K Hold
14,197
– – 0.02% 266
2019
Q2 		$227K Hold
14,197
– – 0.02% 254
2019
Q1 		$235K Hold
14,197
– – 0.02% 246
2018
Q4 		$230K Hold
14,197
– – 0.03% 232
2018
Q3 		$362K Hold
14,197
– – 0.03% 207
2018
Q2 		$336K Hold
14,197
– – 0.03% 214
2018
Q1 		$390K Hold
14,197
– – 0.04% 194
2017
Q4 		$304K Hold
14,197
– – 0.03% 220
2017
Q3 		$296K Hold
14,197
– – 0.03% 228
2017
Q2 		$277K Buy
+14,197
New +$255K 0.03% 214

Other funds holding USAP

MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
JCP
JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $580M AUM 105.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WIM
Wittenberg Investment Management Carlisle, Massachusetts $269M AUM 28.17% 1-Year Est. Return
PCM
Praetorian Capital Management Coral Gables, Florida $137M AUM
PP
Praetorian PR Rincon, Puerto Rico $275M AUM 84.95% 1-Year Est. Return

Shufro Rose & Co's USAP Position: Q1 2023 in Review

Shufro Rose & Co sold out of Universal Stainless & Alloy (USAP) in Q1 2023, closing a stake of 14,197 shares — an estimated $102K sold.

Shufro Rose & Co first reported a position in USAP in Q2 2017 and held it in 23 quarters. The position peaked at $390K in Q1 2018. 39 funds tracked by Wall St. Rank hold USAP as of Q1 2023.

  • Shufro Rose & Co reported no remaining Universal Stainless & Alloy position as of Q1 2023 after selling out during the quarter.
  • Shufro Rose & Co sold 14,197 Universal Stainless & Alloy shares in Q1 2023, an estimated $102K.
  • Shufro Rose & Co first reported a position in Universal Stainless & Alloy in Q2 2017 and held it in 23 quarters.
  • Shufro Rose & Co's Universal Stainless & Alloy position peaked at $390K in Q1 2018.
  • 39 funds tracked by Wall St. Rank held Universal Stainless & Alloy as of Q1 2023.

Based on Shufro Rose & Co's 13F filing for Q1 2023, filed 20 Apr 2023.