ULWM
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Upper Left Wealth Management’s SR Bancorp SRBK Stock Holding History

Upper Left Wealth Management’s Portfolio SRBK Stock Details SRBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-25,000
Closed -$217K – 64
2023
Q3 		$217K Buy
+25,000
New +$222K 0.23% 59

Other funds holding SRBK

AllianceBernstein
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BMC
Benin Management Corp Wilton, Connecticut $494M AUM 25.95% 1-Year Est. Return
SV
Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Upper Left Wealth Management's SRBK Position: Q4 2023 in Review

Upper Left Wealth Management sold out of SR Bancorp (SRBK) in Q4 2023, closing a stake of 25,000 shares — an estimated $217K sold.

Upper Left Wealth Management first reported a position in SRBK in Q3 2023 and held it in 1 quarter. The position peaked at $217K in Q3 2023. 16 funds tracked by Wall St. Rank hold SRBK as of Q4 2023.

  • Upper Left Wealth Management reported no remaining SR Bancorp position as of Q4 2023 after selling out during the quarter.
  • Upper Left Wealth Management sold 25,000 SR Bancorp shares in Q4 2023, an estimated $217K.
  • Upper Left Wealth Management first reported a position in SR Bancorp in Q3 2023 and held it in 1 quarter.
  • Upper Left Wealth Management's SR Bancorp position peaked at $217K in Q3 2023.
  • 16 funds tracked by Wall St. Rank held SR Bancorp as of Q4 2023.

Based on Upper Left Wealth Management's 13F filing for Q4 2023, filed 23 Jan 2024.