CRC
UBNK

Curi RMB Capital’s United Financial Bancorp, Inc. UBNK Stock Holding History

Curi RMB Capital’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
-437,280
Closed -$6.2M – 826
2019
Q2 		$6.2M Sell
437,280
-14,152
-3% -$194K 0.16% 155
2019
Q1 		$6.48M Sell
451,432
-898
-0.2% -$13.6K 0.16% 154
2018
Q4 		$6.65M Sell
452,330
-216,980
-32% -$3.42M 0.17% 152
2018
Q3 		$11.3M Buy
669,310
+119,281
+22% +$2.1M 0.27% 115
2018
Q2 		$9.64M Buy
550,029
+115,674
+27% +$1.99M 0.23% 122
2018
Q1 		$7.04M Buy
434,355
+217,745
+101% +$3.61M 0.18% 155
2017
Q4 		$3.82M Buy
216,610
+98,210
+83% +$1.79M 0.1% 274
2017
Q3 		$2.17M Sell
118,400
-173,857
-59% -$3.02M 0.06% 353
2017
Q2 		$4.88M Sell
292,257
-15,273
-5% -$259K 0.14% 222
2017
Q1 		$5.23M Buy
307,530
+30,395
+11% +$534K 0.22% 127
2016
Q4 		$5.03M Buy
277,135
+77,462
+39% +$1.24M 0.27% 113
2016
Q3 		$2.76M Buy
199,673
+185,540
+1,313% +$2.5M 0.15% 162
2016
Q2 		$183K Buy
+14,133
New +$183K 0.01% 407
2014
Q4 		– Sell
-83,764
Closed -$1.06M – 468
2014
Q3 		$1.06M Buy
+83,764
New +$1.06M 0.06% 283

Other funds holding UBNK

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Tudor Investment Corp
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
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

Curi RMB Capital's UBNK Position: Q3 2019 in Review

Curi RMB Capital sold out of United Financial Bancorp, Inc. (UBNK) in Q3 2019, closing a stake of 437,280 shares — an estimated $6.2M sold.

Curi RMB Capital first reported a position in UBNK in Q3 2014 and held it in 14 quarters. The position peaked at $11.3M in Q3 2018. 129 funds tracked by Wall St. Rank hold UBNK as of Q3 2019.

  • Curi RMB Capital reported no remaining United Financial Bancorp, Inc. position as of Q3 2019 after selling out during the quarter.
  • Curi RMB Capital sold 437,280 United Financial Bancorp, Inc. shares in Q3 2019, an estimated $6.2M.
  • Curi RMB Capital first reported a position in United Financial Bancorp, Inc. in Q3 2014 and held it in 14 quarters.
  • Curi RMB Capital's United Financial Bancorp, Inc. position peaked at $11.3M in Q3 2018.
  • 129 funds tracked by Wall St. Rank held United Financial Bancorp, Inc. as of Q3 2019.

Based on Curi RMB Capital's 13F filing for Q3 2019, filed 12 Nov 2019.