UOC
ML

UBS O'Connor’s MoneyLion Inc. ML Stock Holding History

UBS O'Connor’s Portfolio ML Stock Details ML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-436,111
Closed -$37.7M – 536
2025
Q1 		$37.7M Buy
436,111
+191,621
+78% +$16.6M 0.9% 17
2024
Q4 		$21M Buy
+244,490
New +$16.5M 0.53% 26
2021
Q1 		– Sell
-19,771
Closed -$6.7M – 1022
2020
Q4 		$6.7M Buy
+19,771
New +$5.94M 0.14% 159

Other funds holding ML

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return