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Ulland Investment Advisors’s CVR Partners UAN Stock Holding History

Ulland Investment Advisors’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
Q4 		– Sell
-2,600
Closed -$215K – 232
2023
Q3 		$215K Buy
2,600
+200
+8% +$16.6K 0.24% 49
2023
Q2 		$194K Buy
+2,400
New +$210K 0.2% 54

Other funds holding UAN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
IAM
Ion Asset Management Herzliya, Israel $911M AUM 24.97% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ulland Investment Advisors's UAN Position: Q4 2023 in Review

Ulland Investment Advisors sold out of CVR Partners (UAN) in Q4 2023, closing a stake of 2,600 shares — an estimated $215K sold.

Ulland Investment Advisors first reported a position in UAN in Q2 2023 and held it in 2 quarters. The position peaked at $215K in Q3 2023. 57 funds tracked by Wall St. Rank hold UAN as of Q4 2023.

  • Ulland Investment Advisors reported no remaining CVR Partners position as of Q4 2023 after selling out during the quarter.
  • Ulland Investment Advisors sold 2,600 CVR Partners shares in Q4 2023, an estimated $215K.
  • Ulland Investment Advisors first reported a position in CVR Partners in Q2 2023 and held it in 2 quarters.
  • Ulland Investment Advisors's CVR Partners position peaked at $215K in Q3 2023.
  • 57 funds tracked by Wall St. Rank held CVR Partners as of Q4 2023.

Based on Ulland Investment Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.