Deutsche Bank
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Deutsche Bank’s United-Guardian UG Stock Holding History

Deutsche Bank’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
2020
Q2 		– Sell
-3,830
Closed -$55K – 4468
2020
Q1 		$55K Sell
3,830
-3,200
-46% -$52.7K ﹤0.01% 3506
2019
Q4 		$138K Sell
7,030
-500
-7% -$9.6K ﹤0.01% 3424
2019
Q3 		$142K Sell
7,530
-109
-1% -$2.12K ﹤0.01% 3385
2019
Q2 		$143K Sell
7,639
-510
-6% -$9.83K ﹤0.01% 4029
2019
Q1 		$156K Sell
8,149
-285
-3% -$5.58K ﹤0.01% 4132
2018
Q4 		$154K Sell
8,434
-538
-6% -$9.24K ﹤0.01% 4010
2018
Q3 		$145K Buy
8,972
+1,800
+25% +$33.1K ﹤0.01% 4367
2018
Q2 		$137K Sell
7,172
-277
-4% -$5.12K ﹤0.01% 4432
2018
Q1 		$132K Sell
7,449
-875
-11% -$16K ﹤0.01% 4387
2017
Q4 		$153K Buy
8,324
+858
+11% +$15.8K ﹤0.01% 4129
2017
Q3 		$145K Buy
7,466
+1,000
+15% +$16.6K ﹤0.01% 4029
2017
Q2 		$99K Sell
6,466
-496
-7% -$7.37K ﹤0.01% 4200
2017
Q1 		$103K Sell
6,962
-200
-3% -$3.04K ﹤0.01% 3902
2016
Q4 		$111K Sell
7,162
-100
-1% -$1.55K ﹤0.01% 4028
2016
Q3 		$106K Buy
7,262
+962
+15% +$14.5K ﹤0.01% 3920
2016
Q2 		$101K Buy
+6,300
New +$111K ﹤0.01% 4104
2015
Q3 		– Sell
-500
Closed -$9K – 5337
2015
Q2 		$9K Buy
500
+100
+25% +$1.98K ﹤0.01% 5066
2015
Q1 		$7K Buy
+400
New +$7.83K ﹤0.01% 4855

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
RB
Rodgers Brothers Harmony, Pennsylvania $1.03B AUM 54.39% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Deutsche Bank's UG Position: Q2 2020 in Review

Deutsche Bank sold out of United-Guardian (UG) in Q2 2020, closing a stake of 3,830 shares — an estimated $55K sold.

Deutsche Bank first reported a position in UG in Q1 2015 and held it in 18 quarters. The position peaked at $156K in Q1 2019. 31 funds tracked by Wall St. Rank hold UG as of Q2 2020.

  • Deutsche Bank reported no remaining United-Guardian position as of Q2 2020 after selling out during the quarter.
  • Deutsche Bank sold 3,830 United-Guardian shares in Q2 2020, an estimated $55K.
  • Deutsche Bank first reported a position in United-Guardian in Q1 2015 and held it in 18 quarters.
  • Deutsche Bank's United-Guardian position peaked at $156K in Q1 2019.
  • 31 funds tracked by Wall St. Rank held United-Guardian as of Q2 2020.

Based on Deutsche Bank's 13F filing for Q2 2020, filed 13 Aug 2020.