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Harbour Investments’s United-Guardian UG Stock Holding History

Harbour Investments’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
2023
Q3 		– Sell
-84
Closed -$694 – 3105
2023
Q2 		$694 Hold
84
– – ﹤0.01% 2760
2023
Q1 		$790 Hold
84
– – ﹤0.01% 2732
2022
Q4 		$877 Hold
84
– – ﹤0.01% 2712
2022
Q3 		$1K Hold
84
– – ﹤0.01% 2667
2022
Q2 		$1K Buy
+84
New +$1.66K ﹤0.01% 2667

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
RB
Rodgers Brothers Harmony, Pennsylvania $1.03B AUM 54.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Harbour Investments's UG Position: Q3 2023 in Review

Harbour Investments sold out of United-Guardian (UG) in Q3 2023, closing a stake of 84 shares — an estimated $694 sold.

Harbour Investments first reported a position in UG in Q2 2022 and held it in 5 quarters. The position peaked at $1K in Q3 2022. 26 funds tracked by Wall St. Rank hold UG as of Q3 2023.

  • Harbour Investments reported no remaining United-Guardian position as of Q3 2023 after selling out during the quarter.
  • Harbour Investments sold 84 United-Guardian shares in Q3 2023, an estimated $694.
  • Harbour Investments first reported a position in United-Guardian in Q2 2022 and held it in 5 quarters.
  • Harbour Investments's United-Guardian position peaked at $1K in Q3 2022.
  • 26 funds tracked by Wall St. Rank held United-Guardian as of Q3 2023.

Based on Harbour Investments's 13F filing for Q3 2023, filed 15 Nov 2023.