First Manhattan’s Union Bankshares UNB Stock Holding History

First Manhattan’s Portfolio UNB Stock Details UNB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-200	Closed	-$4.29K	–	1573
2023 Q3	$4.29K	Hold	200	–	–	﹤0.01%	1254
2023 Q2	$4.65K	Hold	200	–	–	﹤0.01%	1239
2023 Q1	$4.42K	Hold	200	–	–	﹤0.01%	1310
2022 Q4	$4.8K	Hold	200	–	–	﹤0.01%	1409
2022 Q3	$4K	Buy	+200	New	+$5.14K	﹤0.01%	1355

Other funds holding UNB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cannell & Spears New York $5.1B AUM 31.77% 1-Year Est. Return

CCMINC

Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Manhattan's UNB Position: Q4 2023 in Review

First Manhattan sold out of Union Bankshares (UNB) in Q4 2023, closing a stake of 200 shares — an estimated $4.29K sold.

First Manhattan first reported a position in UNB in Q3 2022 and held it in 5 quarters. The position peaked at $4.8K in Q4 2022. 31 funds tracked by Wall St. Rank hold UNB as of Q4 2023.

First Manhattan reported no remaining Union Bankshares position as of Q4 2023 after selling out during the quarter.
First Manhattan sold 200 Union Bankshares shares in Q4 2023, an estimated $4.29K.
First Manhattan first reported a position in Union Bankshares in Q3 2022 and held it in 5 quarters.
First Manhattan's Union Bankshares position peaked at $4.8K in Q4 2022.
31 funds tracked by Wall St. Rank held Union Bankshares as of Q4 2023.

Based on First Manhattan's 13F filing for Q4 2023, filed 13 Feb 2024.