HM Payson & Co’s Union Bankshares UNB Stock Holding History

HM Payson & Co’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
2021 Q2	–	Sell	-100	Closed	-$3K	–	1176
2021 Q1	$3K	Buy	+100	New	+$2.77K	﹤0.01%	1016

Other funds holding UNB

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

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

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

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

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

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

TCOV

Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return

CCMINC

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

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

HM Payson & Co's UNB Position: Q2 2021 in Review

HM Payson & Co sold out of Union Bankshares (UNB) in Q2 2021, closing a stake of 100 shares — an estimated $3K sold.

HM Payson & Co first reported a position in UNB in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 35 funds tracked by Wall St. Rank hold UNB as of Q2 2021.

HM Payson & Co reported no remaining Union Bankshares position as of Q2 2021 after selling out during the quarter.
HM Payson & Co sold 100 Union Bankshares shares in Q2 2021, an estimated $3K.
HM Payson & Co first reported a position in Union Bankshares in Q1 2021 and held it in 1 quarter.
HM Payson & Co's Union Bankshares position peaked at $3K in Q1 2021.
35 funds tracked by Wall St. Rank held Union Bankshares as of Q2 2021.

Based on HM Payson & Co's 13F filing for Q2 2021, filed 17 Aug 2021.