Acadian Asset Management
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Acadian Asset Management’s United-Guardian UG Stock Holding History

Acadian Asset Management’s Portfolio UG Stock Details UG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-492
Closed -$4K – 1917
2023
Q1 		$4K Sell
492
-568
-54% -$6.14K ﹤0.01% 1699
2022
Q4 		$11K Sell
1,060
-60
-5% -$721 ﹤0.01% 1735
2022
Q3 		$12K Hold
1,120
– – ﹤0.01% 1632
2022
Q2 		$17K Hold
1,120
– – ﹤0.01% 1628
2022
Q1 		$25K Hold
1,120
– – ﹤0.01% 1552
2021
Q4 		$18K Hold
1,120
– – ﹤0.01% 1620
2021
Q3 		$15K Sell
1,120
-348
-24% -$5.3K ﹤0.01% 1671
2021
Q2 		$22K Sell
1,468
-281
-16% -$4.34K ﹤0.01% 1932
2021
Q1 		$26K Sell
1,749
-3,949
-69% -$56.7K ﹤0.01% 1950
2020
Q4 		$82K Sell
5,698
-516
-8% -$7.54K ﹤0.01% 1811
2020
Q3 		$94K Hold
6,214
– – ﹤0.01% 1678
2020
Q2 		$92K Hold
6,214
– – ﹤0.01% 1740
2020
Q1 		$89K Hold
6,214
– – ﹤0.01% 1373
2019
Q4 		$122K Hold
6,214
– – ﹤0.01% 1405
2019
Q3 		$117K Hold
6,214
– – ﹤0.01% 1449
2019
Q2 		$117K Hold
6,214
– – ﹤0.01% 1347
2019
Q1 		$119K Hold
6,214
– – ﹤0.01% 1476
2018
Q4 		$114K Buy
6,214
+370
+6% +$6.36K ﹤0.01% 1245
2018
Q3 		$94K Buy
5,844
+480
+9% +$8.82K ﹤0.01% 1219
2018
Q2 		$103K Buy
5,364
+4,226
+371% +$78.1K ﹤0.01% 1233
2018
Q1 		$20K Sell
1,138
-178
-14% -$3.25K ﹤0.01% 1492
2017
Q4 		$24K Buy
1,316
+856
+186% +$15.7K ﹤0.01% 1344
2017
Q3 		$9K Buy
+460
New +$7.62K ﹤0.01% 1278

Other funds holding UG

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RB
Rodgers Brothers Harmony, Pennsylvania $1.03B AUM 54.39% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
PL
Parthenon LLC Louisville, Kentucky $962M AUM 27.46% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Acadian Asset Management's UG Position: Q2 2023 in Review

Acadian Asset Management sold out of United-Guardian (UG) in Q2 2023, closing a stake of 492 shares — an estimated $4K sold.

Acadian Asset Management first reported a position in UG in Q3 2017 and held it in 23 quarters. The position peaked at $122K in Q4 2019. 26 funds tracked by Wall St. Rank hold UG as of Q2 2023.

  • Acadian Asset Management reported no remaining United-Guardian position as of Q2 2023 after selling out during the quarter.
  • Acadian Asset Management sold 492 United-Guardian shares in Q2 2023, an estimated $4K.
  • Acadian Asset Management first reported a position in United-Guardian in Q3 2017 and held it in 23 quarters.
  • Acadian Asset Management's United-Guardian position peaked at $122K in Q4 2019.
  • 26 funds tracked by Wall St. Rank held United-Guardian as of Q2 2023.

Based on Acadian Asset Management's 13F filing for Q2 2023, filed 7 Aug 2023.