Ultimus Managers Tr shares owned by Westwood Holdings
Quarter-by-quarter ownership of Ultimus Managers Tr (MDST) shares owned by Westwood Holdings
from 13F filings
Historical chart of Westwood Holdings investment in Ultimus Managers Tr
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All positions including Ultimus Managers Tr held by Westwood Holdings consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Ultimus Managers Tr by Westwood Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $43M | 1.6M | 26.71 |
| 2025-06-30 | $43M | 1.6M | 27.09 |
| 2025-03-31 | $44M | 1.6M | 27.82 |
| 2024-12-31 | $45M | 1.6M | 27.28 |
| 2024-09-30 | $42M | 1.6M | 25.71 |
| 2024-06-30 | $39M | 1.5M | 25.27 |