Undisc MGRS Behav Val-LUBVLX
13F holders, Q1 2025 (March 31)1holders
0new positions
0sold out
$80.87avg. 13F price*
At the end of Q1 2025, 1 institutions reported holding Undisc MGRS Behav Val-L (UBVLX) in their 13F filings, unchanged from Q4 2024. 0 opened new positions and 0 sold out. The largest holder was Fulton Bank, N.A. ($29.9M).
- Company
- Undisc MGRS Behav Val-L
- CUSIP
- 904504842
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 5,125 shares bought, net +5,125 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Fulton Bank, N.A. | 1.21% | Add +1.4% | 369,371 | $29.9M |
"% 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.