Anchor Investment Management’s Atlantic Union Bankshares AUB Stock Holding History

Anchor Investment Management’s Portfolio AUB Stock Details AUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-453	Closed	-$17K	–	864
2019 Q4	$17K	Buy	453 +3	+0.7%	+$113	﹤0.01%	588
2019 Q3	$16.8K	Hold	450	–	–	﹤0.01%	584
2019 Q2	$15.9K	Sell	450 -500	-53%	-$17.4K	﹤0.01%	586
2019 Q1	$30.7K	Hold	950	–	–	0.01%	508
2018 Q4	$26.8K	Buy	950 +650	+217%	+$21.9K	0.01%	513
2018 Q3	$11.6K	Hold	300	–	–	﹤0.01%	632
2018 Q2	$11.7K	Hold	300	–	–	﹤0.01%	641
2018 Q1	$11K	Hold	300	–	–	﹤0.01%	625
2017 Q4	$10.9K	Hold	300	–	–	﹤0.01%	627
2017 Q3	$10.6K	Hold	300	–	–	﹤0.01%	616
2017 Q2	$10.2K	Buy	+300	New	+$10.2K	﹤0.01%	563

Other funds holding AUB

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

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Anchor Investment Management's AUB Position: Q1 2020 in Review

Anchor Investment Management sold out of Atlantic Union Bankshares (AUB) in Q1 2020, closing a stake of 453 shares — an estimated $17K sold.

Anchor Investment Management first reported a position in AUB in Q2 2017 and held it in 11 quarters. The position peaked at $30.7K in Q1 2019. 201 funds tracked by Wall St. Rank hold AUB as of Q1 2020.

Anchor Investment Management reported no remaining Atlantic Union Bankshares position as of Q1 2020 after selling out during the quarter.
Anchor Investment Management sold 453 Atlantic Union Bankshares shares in Q1 2020, an estimated $17K.
Anchor Investment Management first reported a position in Atlantic Union Bankshares in Q2 2017 and held it in 11 quarters.
Anchor Investment Management's Atlantic Union Bankshares position peaked at $30.7K in Q1 2019.
201 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q1 2020.

Based on Anchor Investment Management's 13F filing for Q1 2020, filed 2 Jan 2024.