Ancora Advisors’s Union Bankshares UNB Stock Holding History

Ancora Advisors’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
2023 Q2	–	Sell	-200	Closed	-$4.42K	–	1918
2023 Q1	$4.42K	Buy	+200	New	+$4.95K	﹤0.01%	1415

Other funds holding UNB

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

Cannell & Spears New York $5.1B AUM 31.77% 1-Year Est. Return

CCMINC

Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TCOV

Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ancora Advisors's UNB Position: Q2 2023 in Review

Ancora Advisors sold out of Union Bankshares (UNB) in Q2 2023, closing a stake of 200 shares — an estimated $4.42K sold.

Ancora Advisors first reported a position in UNB in Q1 2023 and held it in 1 quarter. The position peaked at $4.42K in Q1 2023. 24 funds tracked by Wall St. Rank hold UNB as of Q2 2023.

Ancora Advisors reported no remaining Union Bankshares position as of Q2 2023 after selling out during the quarter.
Ancora Advisors sold 200 Union Bankshares shares in Q2 2023, an estimated $4.42K.
Ancora Advisors first reported a position in Union Bankshares in Q1 2023 and held it in 1 quarter.
Ancora Advisors's Union Bankshares position peaked at $4.42K in Q1 2023.
24 funds tracked by Wall St. Rank held Union Bankshares as of Q2 2023.

Based on Ancora Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.