Undisc MGRS Behav Val-IUBVSX

13F holders, Q4 2024 (December 31)
1holders
0new positions
0sold out
$83.45avg. 13F price*

At the end of Q4 2024, 1 institutions reported holding Undisc MGRS Behav Val-I (UBVSX) in their 13F filings, unchanged from Q3 2024. 0 opened new positions and 0 sold out. The largest holder was Tucker Asset Management LLC ($2K).

Company
Undisc MGRS Behav Val-I
CUSIP
904504495
Latest filing quarter
Q4 2024

History

Number of 13F holders

01 Q3 2024: 1Q3 2024Q4 2024: 1Q4 2024

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q3 2024 → Q4 2024: 1 shares bought, net +1 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1 holders

Tucker Asset Management LLC 0.00% Add +4.8% 22 $2K

"% of holder's portfolio" is UBVSX's weight in each manager's 13F, not the share of Undisc MGRS Behav Val-I the manager owns.