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Capital Advisors Ltd’s United-Guardian UG Stock Holding History

Capital Advisors Ltd’s Portfolio UG Stock Details UG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-30
Closed – – 1587
2024
Q4 		$0 Hold
30
– – ﹤0.01% 1584
2024
Q3 		$0 Hold
30
– – ﹤0.01% 1616
2024
Q2 		$0 Buy
+30
New +$257 ﹤0.01% 1647
2023
Q4 		– Sell
-149
Closed -$1K – 1495
2023
Q3 		$1K Buy
+149
New +$1.16K ﹤0.01% 1226
2022
Q2 		– Sell
-30
Closed -$1K – 1331
2022
Q1 		$1K Hold
30
– – ﹤0.01% 818
2021
Q4 		$0 Buy
+30
New +$452 ﹤0.01% 941

Other funds holding UG

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RB
Rodgers Brothers Harmony, Pennsylvania $866M AUM 30.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
PL
Parthenon LLC Louisville, Kentucky $962M AUM 27.46% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Capital Advisors Ltd's UG Position: Q1 2025 in Review

Capital Advisors Ltd sold out of United-Guardian (UG) in Q1 2025, closing a stake of 30 shares.

Capital Advisors Ltd first reported a position in UG in Q4 2021 and held it in 6 quarters. The position peaked at $1K in Q3 2023. 31 funds tracked by Wall St. Rank hold UG as of Q1 2025.

  • Capital Advisors Ltd reported no remaining United-Guardian position as of Q1 2025 after selling out during the quarter.
  • Capital Advisors Ltd sold 30 United-Guardian shares in Q1 2025.
  • Capital Advisors Ltd first reported a position in United-Guardian in Q4 2021 and held it in 6 quarters.
  • Capital Advisors Ltd's United-Guardian position peaked at $1K in Q3 2023.
  • 31 funds tracked by Wall St. Rank held United-Guardian as of Q1 2025.

Based on Capital Advisors Ltd's 13F filing for Q1 2025, filed 15 Apr 2025.