Summit Securities Group’s CVR Partners UAN Stock Holding History

Summit Securities Group’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
2023 Q2	–	Sell	-500	Closed	-$45K	–	1103
2023 Q1	$45K	Buy	+500	New	+$48.6K	﹤0.01%	448

Other funds holding UAN

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

DLP

De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return

Summit Securities Group's UAN Position: Q4 2025 in Review

Summit Securities Group sold out of CVR Partners (UAN) in Q4 2025, closing a stake of 1,400 shares — an estimated $126K sold.

Summit Securities Group first reported a position in UAN in Q2 2013 and held it in 18 quarters. The position peaked at $911K in Q1 2022. 69 funds tracked by Wall St. Rank hold UAN as of Q4 2025.

Summit Securities Group reported no remaining CVR Partners position as of Q4 2025 after selling out during the quarter.
Summit Securities Group sold 1,400 CVR Partners shares in Q4 2025, an estimated $126K.
Summit Securities Group first reported a position in CVR Partners in Q2 2013 and held it in 18 quarters.
Summit Securities Group's CVR Partners position peaked at $911K in Q1 2022.
69 funds tracked by Wall St. Rank held CVR Partners as of Q4 2025.

Based on Summit Securities Group's 13F filing for Q4 2025, filed 17 Feb 2026.