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Whittier Trust’s CVR Partners UAN Stock Holding History

Whittier Trust’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
2025
Q4 		– Sell
-77
Closed -$7.16K – 1428
2025
Q3 		$7.16K Buy
+77
New +$6.94K ﹤0.01% 1178
2016
Q3 		– Sell
-60
Closed -$5K – 1211
2016
Q2 		$5K Hold
60
– – ﹤0.01% 1057
2016
Q1 		$5K Hold
60
– – ﹤0.01% 1044
2015
Q4 		$5K Hold
60
– – ﹤0.01% 1043
2015
Q3 		$6K Sell
60
-250
-81% -$28.7K ﹤0.01% 1013
2015
Q2 		$39K Sell
310
-120
-28% -$16.4K ﹤0.01% 786
2015
Q1 		$57K Buy
+430
New +$53.5K ﹤0.01% 699

Other funds holding UAN

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return

Whittier Trust's UAN Position: Q4 2025 in Review

Whittier Trust sold out of CVR Partners (UAN) in Q4 2025, closing a stake of 77 shares — an estimated $7.16K sold.

Whittier Trust first reported a position in UAN in Q1 2015 and held it in 7 quarters. The position peaked at $57K in Q1 2015. 69 funds tracked by Wall St. Rank hold UAN as of Q4 2025.

  • Whittier Trust reported no remaining CVR Partners position as of Q4 2025 after selling out during the quarter.
  • Whittier Trust sold 77 CVR Partners shares in Q4 2025, an estimated $7.16K.
  • Whittier Trust first reported a position in CVR Partners in Q1 2015 and held it in 7 quarters.
  • Whittier Trust's CVR Partners position peaked at $57K in Q1 2015.
  • 69 funds tracked by Wall St. Rank held CVR Partners as of Q4 2025.

Based on Whittier Trust's 13F filing for Q4 2025, filed 26 Jan 2026.