Citadel Advisors
UG icon

Citadel Advisors’s United-Guardian UG Stock Holding History

Citadel Advisors’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
Q3 		– Sell
-15,310
Closed -$122K – 14175
2025
Q2 		$122K Buy
15,310
+4,383
+40% +$36.3K ﹤0.01% 11147
2025
Q1 		$98.2K Sell
10,927
-446
-4% -$4.59K ﹤0.01% 11499
2024
Q4 		$110K Buy
+11,373
New +$131K ﹤0.01% 11348
2024
Q2 		– Sell
-10,736
Closed -$83K – 15453
2024
Q1 		$83K Buy
+10,736
New +$86K ﹤0.01% 11612
2023
Q3 		– Sell
-15,694
Closed -$134K – 15152
2023
Q2 		$134K Buy
15,694
+5,596
+55% +$51.4K ﹤0.01% 10503
2023
Q1 		$93.8K Buy
+10,098
New +$109K ﹤0.01% 11360

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors's UG Position: Q3 2025 in Review

Citadel Advisors sold out of United-Guardian (UG) in Q3 2025, closing a stake of 15,310 shares — an estimated $122K sold.

Citadel Advisors first reported a position in UG in Q1 2023 and held it in 6 quarters. The position peaked at $134K in Q2 2023. 31 funds tracked by Wall St. Rank hold UG as of Q3 2025.

  • Citadel Advisors reported no remaining United-Guardian position as of Q3 2025 after selling out during the quarter.
  • Citadel Advisors sold 15,310 United-Guardian shares in Q3 2025, an estimated $122K.
  • Citadel Advisors first reported a position in United-Guardian in Q1 2023 and held it in 6 quarters.
  • Citadel Advisors's United-Guardian position peaked at $134K in Q2 2023.
  • 31 funds tracked by Wall St. Rank held United-Guardian as of Q3 2025.

Based on Citadel Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.