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

Hillsdale 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
Q2 		– Sell
-1,714
Closed -$15.4K – 715
2025
Q1 		$15.4K Hold
1,714
– – ﹤0.01% 483
2024
Q4 		$16.4K Hold
1,714
– – ﹤0.01% 467
2024
Q3 		$27.2K Buy
+1,714
New +$21.4K ﹤0.01% 467
2022
Q2 		– Sell
-4,000
Closed -$91K – 617
2022
Q1 		$91K Sell
4,000
-400
-9% -$7.46K 0.01% 442
2021
Q4 		$72K Buy
+4,400
New +$66.3K ﹤0.01% 464

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Hillsdale Investment Management's UG Position: Q2 2025 in Review

Hillsdale Investment Management sold out of United-Guardian (UG) in Q2 2025, closing a stake of 1,714 shares — an estimated $15.4K sold.

Hillsdale Investment Management first reported a position in UG in Q4 2021 and held it in 5 quarters. The position peaked at $91K in Q1 2022. 32 funds tracked by Wall St. Rank hold UG as of Q2 2025.

  • Hillsdale Investment Management reported no remaining United-Guardian position as of Q2 2025 after selling out during the quarter.
  • Hillsdale Investment Management sold 1,714 United-Guardian shares in Q2 2025, an estimated $15.4K.
  • Hillsdale Investment Management first reported a position in United-Guardian in Q4 2021 and held it in 5 quarters.
  • Hillsdale Investment Management's United-Guardian position peaked at $91K in Q1 2022.
  • 32 funds tracked by Wall St. Rank held United-Guardian as of Q2 2025.

Based on Hillsdale Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.