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Alpine Global Management’s Union Bankshares UNB Stock Holding History

Alpine Global Management’s Portfolio UNB Stock Details UNB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-18,618
Closed -$538K – 247
2024
Q4 		$538K Buy
+18,618
New +$563K 0.07% 138

Other funds holding UNB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return
CS
Cannell & Spears New York $5.1B AUM 31.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return

Alpine Global Management's UNB Position: Q1 2025 in Review

Alpine Global Management sold out of Union Bankshares (UNB) in Q1 2025, closing a stake of 18,618 shares — an estimated $538K sold.

Alpine Global Management first reported a position in UNB in Q4 2024 and held it in 1 quarter. The position peaked at $538K in Q4 2024. 35 funds tracked by Wall St. Rank hold UNB as of Q1 2025.

  • Alpine Global Management reported no remaining Union Bankshares position as of Q1 2025 after selling out during the quarter.
  • Alpine Global Management sold 18,618 Union Bankshares shares in Q1 2025, an estimated $538K.
  • Alpine Global Management first reported a position in Union Bankshares in Q4 2024 and held it in 1 quarter.
  • Alpine Global Management's Union Bankshares position peaked at $538K in Q4 2024.
  • 35 funds tracked by Wall St. Rank held Union Bankshares as of Q1 2025.

Based on Alpine Global Management's 13F filing for Q1 2025, filed 15 May 2025.