Advisor Group’s Unity Bancorp UNTY Stock Holding History

Advisor Group’s Portfolio UNTY Stock Details UNTY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$79K	Buy	3,499 +1	+0%	+$22	﹤0.01%	3106
2019 Q3	$77K	Buy	3,498 +1	+0%	+$21	﹤0.01%	3087
2019 Q2	$79K	Hold	3,497	–	–	﹤0.01%	3040
2019 Q1	$66K	Buy	3,497 +1	+0%	+$20	﹤0.01%	3184
2018 Q4	$73K	Buy	3,496 +1	+0%	+$21	﹤0.01%	2906
2018 Q3	$80K	Hold	3,495	–	–	﹤0.01%	2920
2018 Q2	$79K	Buy	3,495 +1,001	+40%	+$22.7K	﹤0.01%	2719
2018 Q1	$55K	Buy	2,494 +594	+31%	+$12.4K	﹤0.01%	2992
2017 Q4	$38K	Hold	1,900	–	–	﹤0.01%	3283
2017 Q3	$38K	Hold	1,900	–	–	﹤0.01%	3140
2017 Q2	$33K	Buy	1,900 +650	+52%	+$10.7K	﹤0.01%	3141
2017 Q1	$21K	Buy	1,250 +100	+9%	+$1.67K	﹤0.01%	3351
2016 Q4	$18K	Buy	+1,150	New	+$15.6K	﹤0.01%	3285

Other funds holding UNTY

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Endicott Management New York $81.7M AUM 36.01% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Advisor Group's UNTY Position: Q4 2019 in Review

Advisor Group increased its Unity Bancorp (UNTY) stake by 0.03% in Q4 2019, buying an estimated $22 and bringing the position to 3,499 shares worth $79K. The position accounts for ﹤0.01% of the portfolio, ranked #3106.

Advisor Group first reported a position in UNTY in Q4 2016 and has held it in 13 quarters since. The position peaked at $80K in Q3 2018. 53 funds tracked by Wall St. Rank hold UNTY as of Q4 2019.

Advisor Group held 3,499 shares of Unity Bancorp worth $79K as of Q4 2019.
Advisor Group bought 1 Unity Bancorp share in Q4 2019, an estimated $22.
Unity Bancorp made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3106 holding.
Advisor Group first reported a position in Unity Bancorp in Q4 2016 and has held it in 13 quarters since.
Advisor Group's Unity Bancorp position peaked at $80K in Q3 2018.
53 funds tracked by Wall St. Rank held Unity Bancorp as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.