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Synergy Asset Management’s Universal Safety Products Inc UUU Stock Holding History

Synergy Asset Management’s Portfolio UUU Stock Details UUU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-33
Closed -$38 – 808
2024
Q4 		$38 Buy
+33
New +$62 ﹤0.01% 867

Other funds holding UUU

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Synergy Asset Management's UUU Position: Q1 2025 in Review

Synergy Asset Management sold out of Universal Safety Products Inc (UUU) in Q1 2025, closing a stake of 33 shares — an estimated $38 sold.

Synergy Asset Management first reported a position in UUU in Q4 2024 and held it in 1 quarter. The position peaked at $38 in Q4 2024. 9 funds tracked by Wall St. Rank hold UUU as of Q1 2025.

  • Synergy Asset Management reported no remaining Universal Safety Products Inc position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 33 Universal Safety Products Inc shares in Q1 2025, an estimated $38.
  • Synergy Asset Management first reported a position in Universal Safety Products Inc in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's Universal Safety Products Inc position peaked at $38 in Q4 2024.
  • 9 funds tracked by Wall St. Rank held Universal Safety Products Inc as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.