Uma Financial Services, Inc. Purchases in Q4 2024

Uma Financial Services, Inc.

  • $573 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CHX
Champion X Corp

Energy
7
New
$25.79 - $32.51 $181 - $228
7 $0
CC
Chemours CO

Basic Materials
10
New
$16.82 - $21.94 $168 - $219
10 $0
CCOI
Cogent Communications Holdings, Inc.

Communication Services
8
New
$74.18 - $85.35 $593 - $683
8 $0
COHU
Cohu Inc

Technology
24
New
$24.42 - $28.57 $586 - $686
24 $0
COLB
Columbia Banking System, Inc.

Financial Services
29
New
$25.29 - $32.01 $733 - $928
29 $0
Columbia ETF Tr Ii
104
New
N/A
104 $0
CMTL
Comtech Telecommunications Corp

Technology
31
New
$2.47 - $4.53 $76.6 - $140
31 $0
Concentra Group Holdings Par
443
New
N/A
443 $0
CEG
Constellation Energy Corp

Utilities
4
New
$224.28 - $285.52 $897 - $1.14K
4 $0
GLW
Corning Inc

Technology
20
New
$44.11 - $49.76 $882 - $995
20 $0
CSGP
Costar Group, Inc.

Real Estate
9
New
$69.7 - $81.97 $627 - $738
9 $0
COTY
Coty Inc.

Consumer Defensive
93
New
$6.92 - $9.36 $644 - $870
93 $0
CRH.L
Crh PLC

Basic Materials
273
New
N/A
273 $0
CRON
Cronos Group Inc.

Healthcare
255
New
$1.87 - $2.29 $477 - $584
255 $0
CSGS
Csg Systems International Inc

Technology
17
New
$46.59 - $56.23 $792 - $956
17 $0
CTS
Cts Corp

Technology
16
New
$46.79 - $58.97 $749 - $944
16 $0
CYTK
Cytokinetics Inc

Healthcare
12
New
$46.36 - $58.62 $556 - $703
12 $0
DGHI
Digihost Technology Inc.

Technology
28
New
$0.99 - $2.15 $27.7 - $60.2
28 $0
DFSE
Dimensional ETF Tr Dimen Emrgn
4.97K
New
N/A
4.97K $0
Dimensional ETF Trust
194
New
N/A
194 $0
Dimensional ETF Trust
17.9K
+ 14.51%
N/A
141K $0
DOMO
Domo, Inc.

Technology
20
New
$7.03 - $9.98 $141 - $200
20 $0
DRD
Drdgold LTD

Basic Materials
91
New
$8.58 - $12.45 $781 - $1.13K
91 $0
Ea Series Trust
935
New
N/A
935 $0
ESLT
Elbit Systems LTD

Industrials
3
New
$201.1 - $263.5 $603 - $791
3 $0
EMBC
Embecta Corp.

Healthcare
45
New
$12.51 - $20.83 $563 - $937
45 $0
Everus Constr Group
1.13K
New
N/A
1.13K $0
EVH
Evolent Health, Inc.

Healthcare
49
New
$10.71 - $27.14 $525 - $1.33K
49 $0
Ferguson Enterprises Inc
68
New
N/A
68 $0
Fidelis Insurance Holdings L
56
New
N/A
56 $0
Fidelity Wise Origin Bitcoin
275
New
N/A
275 $0
FLR
Fluor Corp

Industrials
15
New
$46.92 - $58.93 $704 - $884
15 $0
BEN
Franklin Resources Inc

Financial Services
21
New
$19.35 - $22.76 $406 - $478
21 $0
FDP
Fresh Del Monte Produce Inc

Consumer Defensive
22
New
$28.6 - $34.92 $629 - $768
22 $0
Ftai Aviation LTD
7
New
N/A
7 $0
FLGT
Fulgent Genetics, Inc.

Healthcare
39
New
$16.71 - $22.68 $652 - $885
39 $0
Gd Culture Group LTD
17
New
N/A
17 $0
Ge Healthcare Technologies I
218
New
N/A
218 $0
Ge Vernova Inc
214
New
N/A
214 $0
NLOK
Norton Life Lock Inc.

Technology
30
New
N/A
30 $0
GABC
German American Bancorp, Inc.

Financial Services
23
New
$37.49 - $46.57 $862 - $1.07K
23 $0
GKOS
Glaukos Corp

Healthcare
6
New
$126.42 - $152.67 $759 - $916
6 $0
GSL
Global Ship Lease, Inc.

Industrials
32
New
$21.21 - $26.31 $679 - $842
32 $0
GRFS
Grifols Sa

Healthcare
93
New
$6.99 - $9.55 $650 - $888
93 $0
TV
Grupo Televisa, S.A.B.

Communication Services
500
New
$1.68 - $2.68 $840 - $1.34K
500 $0
Gsk PLC
811
New
N/A
811 $0
GH
Guardant Health, Inc.

Healthcare
23
New
$20.2 - $38.11 $465 - $877
23 $0
THG
Hanover Insurance Group, Inc.

Financial Services
4
New
$144.81 - $165.01 $579 - $660
4 $0
HOG
Harley Davidson, Inc.

Consumer Cyclical
11
New
$29.69 - $38.02 $327 - $418
11 $0
Activity Summary
Buys All Purchases 1035 New Holdings 966 Increased Positions 69 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Uma Financial Services, Inc. Portfolio

Follow Uma Financial Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Uma Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Uma Financial Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email