Axa
UBNK

Axa’s United Financial Bancorp, Inc. UBNK Stock Holding History

Axa’s Portfolio UBNK Stock Details UBNK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-16,500
Closed -$302K – 1412
2017
Q3 		$302K Buy
+16,500
New +$287K ﹤0.01% 1195
2016
Q1 		– Sell
-97,260
Closed -$1.25M – 1466
2015
Q4 		$1.25M Buy
97,260
+41,900
+76% +$561K 0.01% 869
2015
Q3 		$722K Buy
55,360
+7,133
+15% +$93.8K ﹤0.01% 974
2015
Q2 		$649K Buy
48,227
+14,027
+41% +$181K ﹤0.01% 1031
2015
Q1 		$425K Buy
34,200
+16,000
+88% +$207K ﹤0.01% 1139
2014
Q4 		$261K Hold
18,200
– – ﹤0.01% 1233
2014
Q3 		$231K Buy
+18,200
New +$230K ﹤0.01% 1216

Other funds holding UBNK

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Axa's UBNK Position: Q4 2017 in Review

Axa sold out of United Financial Bancorp, Inc. (UBNK) in Q4 2017, closing a stake of 16,500 shares — an estimated $302K sold.

Axa first reported a position in UBNK in Q3 2014 and held it in 7 quarters. The position peaked at $1.25M in Q4 2015. 147 funds tracked by Wall St. Rank hold UBNK as of Q4 2017.

  • Axa reported no remaining United Financial Bancorp, Inc. position as of Q4 2017 after selling out during the quarter.
  • Axa sold 16,500 United Financial Bancorp, Inc. shares in Q4 2017, an estimated $302K.
  • Axa first reported a position in United Financial Bancorp, Inc. in Q3 2014 and held it in 7 quarters.
  • Axa's United Financial Bancorp, Inc. position peaked at $1.25M in Q4 2015.
  • 147 funds tracked by Wall St. Rank held United Financial Bancorp, Inc. as of Q4 2017.

Based on Axa's 13F filing for Q4 2017, filed 13 Feb 2018.