Ergoteles’s First United FUNC Stock Holding History

Ergoteles’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
2022 Q1	–	Sell	-14,853	Closed	-$280K	–	1363
2021 Q4	$280K	Sell	14,853 -15,483	-51%	-$296K	0.01%	889
2021 Q3	$564K	Buy	30,336 +636	+2%	+$11.3K	0.02%	534
2021 Q2	$518K	Buy	+29,700	New	+$535K	0.01%	788

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

BCM

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

GJL

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

HAM

HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 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

Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return

Ergoteles's FUNC Position: Q1 2022 in Review

Ergoteles sold out of First United (FUNC) in Q1 2022, closing a stake of 14,853 shares — an estimated $280K sold.

Ergoteles first reported a position in FUNC in Q2 2021 and held it in 3 quarters. The position peaked at $564K in Q3 2021. 33 funds tracked by Wall St. Rank hold FUNC as of Q1 2022.

Ergoteles reported no remaining First United position as of Q1 2022 after selling out during the quarter.
Ergoteles sold 14,853 First United shares in Q1 2022, an estimated $280K.
Ergoteles first reported a position in First United in Q2 2021 and held it in 3 quarters.
Ergoteles's First United position peaked at $564K in Q3 2021.
33 funds tracked by Wall St. Rank held First United as of Q1 2022.

Based on Ergoteles's 13F filing for Q1 2022, filed 13 May 2022.