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Essex Investment Management’s United-Guardian UG Stock Holding History

Essex 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
2025
Q4 		– Sell
-7,013
Closed -$55.1K – 332
2025
Q3 		$55.1K Hold
7,013
– – 0.01% 246
2025
Q2 		$56.1K Sell
7,013
-82
-1% -$678 0.01% 239
2025
Q1 		$63.8K Sell
7,095
-9
-0.1% -$93 0.01% 235
2024
Q4 		$67.9K Sell
7,104
-821
-10% -$9.43K 0.01% 237
2024
Q3 		$126K Buy
+7,925
New +$99K 0.02% 220

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RB
Rodgers Brothers Harmony, Pennsylvania $1.03B AUM 54.39% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
PL
Parthenon LLC Louisville, Kentucky $962M AUM 27.46% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Essex Investment Management's UG Position: Q4 2025 in Review

Essex Investment Management sold out of United-Guardian (UG) in Q4 2025, closing a stake of 7,013 shares — an estimated $55.1K sold.

Essex Investment Management first reported a position in UG in Q3 2024 and held it in 5 quarters. The position peaked at $126K in Q3 2024. 26 funds tracked by Wall St. Rank hold UG as of Q4 2025.

  • Essex Investment Management reported no remaining United-Guardian position as of Q4 2025 after selling out during the quarter.
  • Essex Investment Management sold 7,013 United-Guardian shares in Q4 2025, an estimated $55.1K.
  • Essex Investment Management first reported a position in United-Guardian in Q3 2024 and held it in 5 quarters.
  • Essex Investment Management's United-Guardian position peaked at $126K in Q3 2024.
  • 26 funds tracked by Wall St. Rank held United-Guardian as of Q4 2025.

Based on Essex Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.