EARNEST Partners’s First United FUNC Stock Holding History

EARNEST Partners’s Portfolio FUNC Stock Details FUNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-497	Closed	-$8.06K	–	599
2023 Q3	$8.06K	Hold	497	–	–	﹤0.01%	686
2023 Q2	$7.09K	Hold	497	–	–	﹤0.01%	710
2023 Q1	$8.38K	Hold	497	–	–	﹤0.01%	661
2022 Q4	$9.77K	Hold	497	–	–	﹤0.01%	619
2022 Q3	$8K	Hold	497	–	–	﹤0.01%	631
2022 Q2	$9K	Hold	497	–	–	﹤0.01%	623
2022 Q1	$11K	Hold	497	–	–	﹤0.01%	618
2021 Q4	$9K	Hold	497	–	–	﹤0.01%	694
2021 Q3	$9K	Hold	497	–	–	﹤0.01%	681
2021 Q2	$9K	Hold	497	–	–	﹤0.01%	689
2021 Q1	$9K	Hold	497	–	–	﹤0.01%	663
2020 Q4	$8K	Hold	497	–	–	﹤0.01%	678
2020 Q3	$6K	Hold	497	–	–	﹤0.01%	698
2020 Q2	$7K	Hold	497	–	–	﹤0.01%	643
2020 Q1	$7K	Hold	497	–	–	﹤0.01%	585
2019 Q4	$12K	Hold	497	–	–	﹤0.01%	551
2019 Q3	$11K	Hold	497	–	–	﹤0.01%	562
2019 Q2	$10K	Hold	497	–	–	﹤0.01%	581
2019 Q1	$9K	Hold	497	–	–	﹤0.01%	597
2018 Q4	$8K	Hold	497	–	–	﹤0.01%	590
2018 Q3	$9K	Hold	497	–	–	﹤0.01%	604
2018 Q2	$10K	Hold	497	–	–	﹤0.01%	575
2018 Q1	$10K	Hold	497	–	–	﹤0.01%	562
2017 Q4	$9K	Buy	+497	New	+$8.58K	﹤0.01%	580
2017 Q1	–	Sell	-442	Closed	-$7K	–	486
2016 Q4	$7K	Hold	442	–	–	﹤0.01%	587
2016 Q3	$5K	Hold	442	–	–	﹤0.01%	362
2016 Q2	$4K	Hold	442	–	–	﹤0.01%	370
2016 Q1	$5K	Hold	442	–	–	﹤0.01%	375
2015 Q4	$5K	Hold	442	–	–	﹤0.01%	366
2015 Q3	$4K	Hold	442	–	–	﹤0.01%	371
2015 Q2	$4K	Hold	442	–	–	﹤0.01%	371
2015 Q1	$4K	Hold	442	–	–	﹤0.01%	374
2014 Q4	$4K	Hold	442	–	–	﹤0.01%	383
2014 Q3	$4K	Hold	442	–	–	﹤0.01%	377
2014 Q2	$4K	Hold	442	–	–	﹤0.01%	396
2014 Q1	$3K	Sell	442 -200	-31%	-$1.6K	﹤0.01%	400
2013 Q4	$5K	Buy	+642	New	+$5.11K	﹤0.01%	404

Other funds holding FUNC

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

EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

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

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

HCM

Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return

RIP

Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return

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

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

EARNEST Partners's FUNC Position: Q4 2023 in Review

EARNEST Partners sold out of First United (FUNC) in Q4 2023, closing a stake of 497 shares — an estimated $8.06K sold.

EARNEST Partners first reported a position in FUNC in Q4 2013 and held it in 37 quarters. The position peaked at $12K in Q4 2019. 42 funds tracked by Wall St. Rank hold FUNC as of Q4 2023.

EARNEST Partners reported no remaining First United position as of Q4 2023 after selling out during the quarter.
EARNEST Partners sold 497 First United shares in Q4 2023, an estimated $8.06K.
EARNEST Partners first reported a position in First United in Q4 2013 and held it in 37 quarters.
EARNEST Partners's First United position peaked at $12K in Q4 2019.
42 funds tracked by Wall St. Rank held First United as of Q4 2023.

Based on EARNEST Partners's 13F filing for Q4 2023, filed 14 Feb 2024.