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BHZ Capital Management’s Unity Bancorp UNTY Stock Holding History

BHZ Capital Management’s Portfolio UNTY Stock Details UNTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-34,533
Closed -$788K – 111
2023
Q1 		$788K Sell
34,533
-1,988
-5% -$51K 0.37% 60
2022
Q4 		$998K Hold
36,521
– – 0.44% 55
2022
Q3 		$917K Hold
36,521
– – 0.38% 64
2022
Q2 		$967K Sell
36,521
-972
-3% -$27.3K 0.39% 66
2022
Q1 		$1.05M Buy
37,493
+13,897
+59% +$397K 0.35% 73
2021
Q4 		$619K Buy
23,596
+3,117
+15% +$80.3K 0.21% 89
2021
Q3 		$479K Hold
20,479
– – 0.16% 103
2021
Q2 		$452K Buy
20,479
+900
+5% +$20.2K 0.17% 101
2021
Q1 		$431K Buy
19,579
+4,078
+26% +$82.3K 0.14% 105
2020
Q4 		$272K Hold
15,501
– – 0.09% 128
2020
Q3 		$180K Buy
15,501
+700
+5% +$9.17K 0.08% 128
2020
Q2 		$212K Buy
14,801
+300
+2% +$4.1K 0.08% 122
2020
Q1 		$170K Buy
14,501
+45
+0.3% +$839 0.06% 136
2019
Q4 		$326K Sell
14,456
-612
-4% -$13.5K 0.08% 133
2019
Q3 		$334K Sell
15,068
-3
-0% -$62 0.08% 121
2019
Q2 		$342K Buy
15,071
+306
+2% +$6.39K 0.08% 126
2019
Q1 		$279K Buy
+14,765
New +$296K 0.07% 124

Other funds holding UNTY

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

BHZ Capital Management's UNTY Position: Q2 2023 in Review

BHZ Capital Management sold out of Unity Bancorp (UNTY) in Q2 2023, closing a stake of 34,533 shares — an estimated $788K sold.

BHZ Capital Management first reported a position in UNTY in Q1 2019 and held it in 17 quarters. The position peaked at $1.05M in Q1 2022. 61 funds tracked by Wall St. Rank hold UNTY as of Q2 2023.

  • BHZ Capital Management reported no remaining Unity Bancorp position as of Q2 2023 after selling out during the quarter.
  • BHZ Capital Management sold 34,533 Unity Bancorp shares in Q2 2023, an estimated $788K.
  • BHZ Capital Management first reported a position in Unity Bancorp in Q1 2019 and held it in 17 quarters.
  • BHZ Capital Management's Unity Bancorp position peaked at $1.05M in Q1 2022.
  • 61 funds tracked by Wall St. Rank held Unity Bancorp as of Q2 2023.

Based on BHZ Capital Management's 13F filing for Q2 2023, filed 11 Aug 2023.