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Eagle Ridge Investment Management’s United-Guardian UG Stock Holding History

Eagle Ridge Investment Management’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
Q4 		– Sell
-10,462
Closed -$159K – 144
2020
Q3 		$159K Sell
10,462
-3,125
-23% -$46.7K 0.02% 143
2020
Q2 		$201K Buy
13,587
+400
+3% +$5.98K 0.03% 121
2020
Q1 		$191K Buy
13,187
+620
+5% +$10.2K 0.03% 123
2019
Q4 		$247K Hold
12,567
– – 0.03% 139
2019
Q3 		$238K Hold
12,567
– – 0.03% 137
2019
Q2 		$236K Sell
12,567
-1,682
-12% -$32.4K 0.03% 141
2019
Q1 		$273K Sell
14,249
-512
-3% -$10K 0.04% 136
2018
Q4 		$271K Hold
14,761
– – 0.05% 134
2018
Q3 		$238K Sell
14,761
-1,547
-9% -$28.4K 0.03% 154
2018
Q2 		$312K Buy
16,308
+747
+5% +$13.8K 0.05% 134
2018
Q1 		$277K Buy
15,561
+800
+5% +$14.6K 0.04% 142
2017
Q4 		$273K Hold
14,761
– – 0.04% 147
2017
Q3 		$288K Hold
14,761
– – 0.05% 139
2017
Q2 		$228K Sell
14,761
-422
-3% -$6.27K 0.04% 121
2017
Q1 		$225K Hold
15,183
– – 0.04% 126
2016
Q4 		$235K Buy
+15,183
New +$235K 0.05% 127

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 $1.03B AUM 54.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PL
Parthenon LLC Louisville, Kentucky $962M AUM 27.46% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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

Eagle Ridge Investment Management's UG Position: Q4 2020 in Review

Eagle Ridge Investment Management sold out of United-Guardian (UG) in Q4 2020, closing a stake of 10,462 shares — an estimated $159K sold.

Eagle Ridge Investment Management first reported a position in UG in Q4 2016 and held it in 16 quarters. The position peaked at $312K in Q2 2018. 28 funds tracked by Wall St. Rank hold UG as of Q4 2020.

  • Eagle Ridge Investment Management reported no remaining United-Guardian position as of Q4 2020 after selling out during the quarter.
  • Eagle Ridge Investment Management sold 10,462 United-Guardian shares in Q4 2020, an estimated $159K.
  • Eagle Ridge Investment Management first reported a position in United-Guardian in Q4 2016 and held it in 16 quarters.
  • Eagle Ridge Investment Management's United-Guardian position peaked at $312K in Q2 2018.
  • 28 funds tracked by Wall St. Rank held United-Guardian as of Q4 2020.

Based on Eagle Ridge Investment Management's 13F filing for Q4 2020, filed 29 Jan 2021.