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BBR Partners’s United Bancorp UBCP Stock Holding History

BBR Partners’s Portfolio UBCP Stock Details UBCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,000
Closed -$131K – 269
2024
Q3 		$131K Buy
+10,000
New +$123K 0.01% 227

Other funds holding UBCP

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return
TKP
Tallon Kerry Patrick $104M AUM
VFPW
Vantage Financial Partners (Wisconsin) Elm Grove, Wisconsin $493M AUM 14.9% 1-Year Est. Return
BG
Bahl & Gaynor Cincinnati, Ohio $19.8B AUM 19.53% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $3.61B AUM 24.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $555M AUM 22.31% 1-Year Est. Return

BBR Partners's UBCP Position: Q4 2024 in Review

BBR Partners sold out of United Bancorp (UBCP) in Q4 2024, closing a stake of 10,000 shares — an estimated $131K sold.

BBR Partners first reported a position in UBCP in Q3 2024 and held it in 1 quarter. The position peaked at $131K in Q3 2024. 28 funds tracked by Wall St. Rank hold UBCP as of Q4 2024.

  • BBR Partners reported no remaining United Bancorp position as of Q4 2024 after selling out during the quarter.
  • BBR Partners sold 10,000 United Bancorp shares in Q4 2024, an estimated $131K.
  • BBR Partners first reported a position in United Bancorp in Q3 2024 and held it in 1 quarter.
  • BBR Partners's United Bancorp position peaked at $131K in Q3 2024.
  • 28 funds tracked by Wall St. Rank held United Bancorp as of Q4 2024.

Based on BBR Partners's 13F filing for Q4 2024, filed 7 Feb 2025.