Uma Financial Services, Inc. Reduced Holdings in Q3 2024

Uma Financial Services, Inc.

  • $550 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MA
Mastercard Inc

Financial Services
-151
- 8.41%
$429.6 - $500.99 $64.9K - $75.6K
1.64K $811K
ISRG
Intuitive Surgical Inc

Healthcare
-38
- 4.61%
$416.14 - $494.01 $15.8K - $18.8K
786 $386K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-430
- 3.97%
$75.32 - $84.37 $32.4K - $36.3K
10.4K $870K
VFMF
Vanguard Wellington Fd Us Mult

ETFs
-100
- 2.29%
$119.93 - $131.26 $12K - $13.1K
4.26K $555K
IDEV
Ishares Core Msci Intl Develop

ETFs
-17
- 0.36%
$63.46 - $71.43 $1.08K - $1.21K
4.7K $332K
LOW
Lowes Companies Inc

Consumer Cyclical
-78
- 7.17%
$213.3 - $270.78 $16.6K - $21.1K
1.01K $273K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-3.08K
- 8.03%
$105.53 - $118.34 $325K - $364K
35.2K $4.12M
UNH
Unitedhealth Group Inc

Healthcare
-30
- 4.23%
$488.01 - $604.18 $14.6K - $18.1K
679 $396K
BLK
Black Rock Inc.

Financial Services
-22
- 6.27%
$782.27 - $949.51 $17.2K - $20.9K
329 $312K
VLUE
Ishares Msci Usa Value Factor

ETFs
-25
- 0.27%
$99.14 - $109.18 $2.48K - $2.73K
9.34K $1.02M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-269
- 1.12%
$32.04 - $37.11 $8.62K - $9.98K
23.8K $867K
COST
Costco Wholesale Corp

Consumer Defensive
-7
- 0.39%
$801.83 - $917.05 $5.61K - $6.42K
1.81K $1.6M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-132
- 0.88%
$83.76 - $91.82 $11.1K - $12.1K
14.8K $1.35M
IXUS
Ishares Tr

ETFs
-6.6K
- 5.73%
$64.9 - $73.35 $428K - $484K
109K $7.89M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-4.34K
- 5.24%
$59.25 - $65.33 $257K - $284K
78.6K $5.09M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-541
- 3.24%
$95.81 - $109.03 $51.8K - $59K
16.1K $1.74M
UNP
Union Pacific Corp

Industrials
-63
- 0.91%
$221.78 - $256.09 $14K - $16.1K
6.85K $1.69M
IVW
Ishares S&P 500 Growth ETF

ETFs
-5.66K
- 2.51%
$84.77 - $97.13 $479K - $549K
220K $21M
FREL
Fidelity Covington Tr Msci Rea

ETFs
-18.3K
- 8.7%
$25.07 - $29.94 $460K - $549K
192K $5.67M
TSLA
Tesla, Inc.

Consumer Cyclical
-3
- 0.06%
$191.76 - $263.26 $575 - $790
5.29K $1.38M
IEFA
Ishares Tr

ETFs
-6.25K
- 3.9%
$70.09 - $78.74 $438K - $492K
154K $12M
EFG
Msci Eafe Growth ETF

ETFs
-3.72K
- 2.45%
$96.84 - $108.77 $360K - $404K
148K $15.9M
DGRO
Ishares Core Dividend Growth E

ETFs
-1.51K
- 1.18%
$57.47 - $62.76 $87K - $95K
126K $7.92M
DFAE
Dimensional ETF Tr

ETFs
-5.71K
- 1.22%
$24.46 - $27.82 $140K - $159K
463K $12.7M
DFAU
Dimensional ETF Tr

ETFs
-3.83K
- 1.01%
$35.8 - $39.69 $137K - $152K
375K $14.9M
IVV
Ishares Core S&P 500 ETF

ETFs
-3.97K
- 2.79%
$520.18 - $576.82 $2.07M - $2.29M
139K $79.9M
Activity Summary
Buys All Purchases 79 New Holdings 7 Increased Positions 72 Sells All Sells 77 Reductions 77 Sold out 0 Options Calls 0 Puts 0
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