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Ulland Investment Advisors’s Clear Secure YOU Stock Holding History

Ulland Investment Advisors’s Portfolio YOU Stock Details YOU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6,855
Closed -$183K – 228
2024
Q4 		$183K Sell
6,855
-1,435
-17% -$43.3K 0.12% 59
2024
Q3 		$275K Buy
8,290
+6,310
+319% +$163K 0.2% 51
2024
Q2 		$37K Buy
+1,980
New +$35.8K 0.03% 119

Other funds holding YOU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Ulland Investment Advisors's YOU Position: Q1 2025 in Review

Ulland Investment Advisors sold out of Clear Secure (YOU) in Q1 2025, closing a stake of 6,855 shares — an estimated $183K sold.

Ulland Investment Advisors first reported a position in YOU in Q2 2024 and held it in 3 quarters. The position peaked at $275K in Q3 2024. 320 funds tracked by Wall St. Rank hold YOU as of Q1 2025.

  • Ulland Investment Advisors reported no remaining Clear Secure position as of Q1 2025 after selling out during the quarter.
  • Ulland Investment Advisors sold 6,855 Clear Secure shares in Q1 2025, an estimated $183K.
  • Ulland Investment Advisors first reported a position in Clear Secure in Q2 2024 and held it in 3 quarters.
  • Ulland Investment Advisors's Clear Secure position peaked at $275K in Q3 2024.
  • 320 funds tracked by Wall St. Rank held Clear Secure as of Q1 2025.

Based on Ulland Investment Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.