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

Bessemer Group’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
2019 Q3	–	Sell	-37,000	Closed	-$525K	–	1867
2019 Q2	$525K	Sell	37,000 -86,400	-70%	-$1.18M	﹤0.01%	865
2019 Q1	$1.77M	Buy	123,400 +24,000	+24%	+$363K	0.01%	493
2018 Q4	$1.46M	Buy	99,400 +53,500	+117%	+$844K	0.01%	481
2018 Q3	$773K	Buy	+45,900	New	+$807K	﹤0.01%	645
2016 Q1	–	Sell	-325	Closed	-$4K	–	1737
2015 Q4	$4K	Buy	+325	New	+$4.35K	﹤0.01%	1434

Other funds holding UBNK

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

WIC

Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

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

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

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Bessemer Group's UBNK Position: Q3 2019 in Review

Bessemer Group sold out of United Financial Bancorp, Inc. (UBNK) in Q3 2019, closing a stake of 37,000 shares — an estimated $525K sold.

Bessemer Group first reported a position in UBNK in Q4 2015 and held it in 5 quarters. The position peaked at $1.77M in Q1 2019. 129 funds tracked by Wall St. Rank hold UBNK as of Q3 2019.

Bessemer Group reported no remaining United Financial Bancorp, Inc. position as of Q3 2019 after selling out during the quarter.
Bessemer Group sold 37,000 United Financial Bancorp, Inc. shares in Q3 2019, an estimated $525K.
Bessemer Group first reported a position in United Financial Bancorp, Inc. in Q4 2015 and held it in 5 quarters.
Bessemer Group's United Financial Bancorp, Inc. position peaked at $1.77M in Q1 2019.
129 funds tracked by Wall St. Rank held United Financial Bancorp, Inc. as of Q3 2019.

Based on Bessemer Group's 13F filing for Q3 2019, filed 7 Nov 2019.