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Signature Estate & Investment Advisors’s UL Solutions ULS Stock Holding History

Signature Estate & Investment Advisors’s Portfolio ULS Stock Details ULS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,022
Closed -$201K – 585
2024
Q4 		$201K Buy
+4,022
New +$209K 0.01% 518

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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Signature Estate & Investment Advisors's ULS Position: Q1 2025 in Review

Signature Estate & Investment Advisors sold out of UL Solutions (ULS) in Q1 2025, closing a stake of 4,022 shares — an estimated $201K sold.

Signature Estate & Investment Advisors first reported a position in ULS in Q4 2024 and held it in 1 quarter. The position peaked at $201K in Q4 2024. 190 funds tracked by Wall St. Rank hold ULS as of Q1 2025.

  • Signature Estate & Investment Advisors reported no remaining UL Solutions position as of Q1 2025 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 4,022 UL Solutions shares in Q1 2025, an estimated $201K.
  • Signature Estate & Investment Advisors first reported a position in UL Solutions in Q4 2024 and held it in 1 quarter.
  • Signature Estate & Investment Advisors's UL Solutions position peaked at $201K in Q4 2024.
  • 190 funds tracked by Wall St. Rank held UL Solutions as of Q1 2025.

Based on Signature Estate & Investment Advisors's 13F filing for Q1 2025, filed 16 May 2025.