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BHZ Capital Management’s First United FUNC Stock Holding History

BHZ Capital Management’s Portfolio FUNC Stock Details FUNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-11,355
Closed -$223K – 117
2022
Q4 		$223K Buy
+11,355
New +$212K 0.1% 105
2022
Q2 		– Sell
-19,601
Closed -$442K – 127
2022
Q1 		$442K Sell
19,601
-1,305
-6% -$28K 0.15% 108
2021
Q4 		$392K Buy
20,906
+5,697
+37% +$109K 0.13% 103
2021
Q3 		$283K Buy
+15,209
New +$270K 0.1% 120

Other funds holding FUNC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return

BHZ Capital Management's FUNC Position: Q1 2023 in Review

BHZ Capital Management sold out of First United (FUNC) in Q1 2023, closing a stake of 11,355 shares — an estimated $223K sold.

BHZ Capital Management first reported a position in FUNC in Q3 2021 and held it in 4 quarters. The position peaked at $442K in Q1 2022. 36 funds tracked by Wall St. Rank hold FUNC as of Q1 2023.

  • BHZ Capital Management reported no remaining First United position as of Q1 2023 after selling out during the quarter.
  • BHZ Capital Management sold 11,355 First United shares in Q1 2023, an estimated $223K.
  • BHZ Capital Management first reported a position in First United in Q3 2021 and held it in 4 quarters.
  • BHZ Capital Management's First United position peaked at $442K in Q1 2022.
  • 36 funds tracked by Wall St. Rank held First United as of Q1 2023.

Based on BHZ Capital Management's 13F filing for Q1 2023, filed 16 May 2023.