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EA Series Trust’s Unity Bancorp UNTY Stock Holding History

EA Series Trust’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
Q2 		$542K Buy
+22,992
New +$522K 0.02% 795

Other funds holding UNTY

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

EA Series Trust's UNTY Position: Q2 2023 in Review

EA Series Trust opened a new position in Unity Bancorp (UNTY) in Q2 2023: 22,992 shares worth $542K. The stake represents 0.02% of the portfolio and ranks #795 among its holdings.

61 funds tracked by Wall St. Rank hold UNTY as of Q2 2023.

  • EA Series Trust held 22,992 shares of Unity Bancorp worth $542K as of Q2 2023.
  • Unity Bancorp was a new EA Series Trust position in Q2 2023.
  • Unity Bancorp made up 0.02% of EA Series Trust's portfolio in Q2 2023, its #795 holding.
  • 61 funds tracked by Wall St. Rank held Unity Bancorp as of Q2 2023.

Based on EA Series Trust's 13F filing for Q2 2023, filed 27 Jul 2023.