Undisc MGRS Behav Val-LUBVLX
13F holders, Q4 2024 (December 31)1holders
0new positions
0sold out
$84.10avg. 13F price*
At the end of Q4 2024, 1 institutions reported holding Undisc MGRS Behav Val-L (UBVLX) in their 13F filings, unchanged from Q3 2024. 0 opened new positions and 0 sold out. The largest holder was Fulton Bank, N.A. ($30.6M).
- Company
- Undisc MGRS Behav Val-L
- CUSIP
- 904504842
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 10,095 shares bought, net +10,095 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Fulton Bank, N.A. | 1.18% | Add +2.9% | 364,246 | $30.6M |
"% of holder's portfolio" is UBVLX's weight in each manager's 13F, not the share of Undisc MGRS Behav Val-L the manager owns.