UPL β€” Ultra Petroleum Corp COM

Ownership history in Numeric Investors LLC  Β·  8 quarters on record

AI Ownership Summary

Numeric Investors LLC reported Ultra Petroleum Corp COM (UPL) in 8 quarterly 13F filings .

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UPL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Numeric Investors LLC's position in Ultra Petroleum Corp COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
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See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
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Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
8 quarters

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Numeric Investors LLC held UPL β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 0 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
8 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding UPL

As of 2021 Q3 β€” sorted by position size

Crossmark Global Holdings, Inc. 3Y 7Y 0.03%

FAQ About Numeric Investors LLC and UPL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Numeric Investors LLC reported owning UPL?

Numeric Investors LLC reported UPL across 0 quarterly 13F filings.

What was the largest reported UPL position in Numeric Investors LLC's portfolio?

This page shows the quarter-by-quarter portfolio weight history for UPL in Numeric Investors LLC.

What is the latest reported UPL position on this page?

The most recent filing on this page is 2017 Q3, when Numeric Investors LLC reported 434,681 shares, equal to 0.03% of portfolio, with an estimated market value of $3.8M.

What does the chart on this UPL ownership page compare?

The chart compares Numeric Investors LLC's quarterly UPL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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