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Ultimus Managers Tr shares owned by Chapin Davis

Quarter-by-quarter ownership of Ultimus Managers Tr (WEEI) shares owned by Chapin Davis from 13F filings

Historical chart of Chapin Davis investment in Ultimus Managers Tr

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All positions including Ultimus Managers Tr held by Chapin Davis consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ultimus Managers Tr by Chapin Davis

Quarter filed Position value Share count Share price at filing
2026-03-31 $221k 9.0k 24.59

More positions owned by Chapin Davis

Apple (AAPL)
Western Digital (WDC)
Seagate Technology Hldngs Pl Ord Shs (STX)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
Howmet Aerospace (HWM)
Ishares Tr Core S&p500 Etf (IVV)
Keysight Technologies (KEYS)
Teradyne (TER)
JPMorgan Chase & Co. (JPM)
Albemarle Corporation (ALB)
Ciena Corp Com New (CIEN)
Lam Research Corp Com New (LRCX)
Corning Incorporated (GLW)

View all positions for Chapin Davis

Top funds holding Ultimus Managers Tr

Westwood Holdings
Susquehanna International
Wealthcare Advisory Partners
Old Mission Capital
LPL Financial
Private Advisor
Nottingham Advisors
Chapin Davis
Founders Financial Alliance
IFS Advisors

View all funds holding Ultimus Managers Tr