UBVLX
Undiscovered Managers Behavioral Value Fund
1W: -2.3%
1M: -7.7%
3M: -7.8%
YTD: +4.9%
1Y: +2.7%
3Y: +35.2%
5Y: +41.0%
$82.93
+0.41 (+0.50%)
Weekly Expected Move ±1.4%
$80
$81
$83
$84
$85
Institutional Ownership — UBVLX
1
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
31M
Total Invested
0
New Positions
1
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (2 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Fulton Bank, N.A. | 352,759 | $29M | +2,895 | +0.8% | 25Q | SEC ↗ |
| 2 | Financial Gravity Asset Management, In | 0 | $0K | — | — | 3Q | SEC ↗ |
Recent Activity
New Positions (0)
No new positions this quarter.
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Fulton Bank, N.A. | +2,895 | +0.8% | 352,759 |
Biggest Decreases (0)
None.