Ellevest Inc’s Unity Bancorp UNTY Stock Holding History

Ellevest Inc’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	–	Sell	-589	Closed	-$13.4K	–	1557
2023 Q1	$13.4K	Buy	+589	New	+$15.1K	﹤0.01%	954

Other funds holding UNTY

BFC

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

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Ellevest Inc's UNTY Position: Q2 2023 in Review

Ellevest Inc sold out of Unity Bancorp (UNTY) in Q2 2023, closing a stake of 589 shares — an estimated $13.4K sold.

Ellevest Inc first reported a position in UNTY in Q1 2023 and held it in 1 quarter. The position peaked at $13.4K in Q1 2023. 61 funds tracked by Wall St. Rank hold UNTY as of Q2 2023.

Ellevest Inc reported no remaining Unity Bancorp position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 589 Unity Bancorp shares in Q2 2023, an estimated $13.4K.
Ellevest Inc first reported a position in Unity Bancorp in Q1 2023 and held it in 1 quarter.
Ellevest Inc's Unity Bancorp position peaked at $13.4K in Q1 2023.
61 funds tracked by Wall St. Rank held Unity Bancorp as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.