Curi RMB Capital’s Unity Bancorp UNTY Stock Holding History

Curi RMB Capital’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 Q1	–	Sell	-40,275	Closed	-$1.1M	–	507
2022 Q4	$1.1M	Sell	40,275 -28,350	-41%	-$779K	0.04%	271
2022 Q3	$1.72M	Hold	68,625	–	–	0.06%	234
2022 Q2	$1.82M	Buy	+68,625	New	+$1.93M	0.06%	225
2016 Q4	–	Sell	-166,875	Closed	-$2.14M	–	558
2016 Q3	$2.14M	Sell	166,875 -1	-0%	-$12	0.12%	188
2016 Q2	$1.93M	Buy	+166,876	New	+$1.82M	0.1%	175

Other funds holding UNTY

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Curi RMB Capital's UNTY Position: Q1 2023 in Review

Curi RMB Capital sold out of Unity Bancorp (UNTY) in Q1 2023, closing a stake of 40,275 shares — an estimated $1.1M sold.

Curi RMB Capital first reported a position in UNTY in Q2 2016 and held it in 5 quarters. The position peaked at $2.14M in Q3 2016. 63 funds tracked by Wall St. Rank hold UNTY as of Q1 2023.

Curi RMB Capital reported no remaining Unity Bancorp position as of Q1 2023 after selling out during the quarter.
Curi RMB Capital sold 40,275 Unity Bancorp shares in Q1 2023, an estimated $1.1M.
Curi RMB Capital first reported a position in Unity Bancorp in Q2 2016 and held it in 5 quarters.
Curi RMB Capital's Unity Bancorp position peaked at $2.14M in Q3 2016.
63 funds tracked by Wall St. Rank held Unity Bancorp as of Q1 2023.

Based on Curi RMB Capital's 13F filing for Q1 2023, filed 11 May 2023.