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ICA Group Wealth Management’s United-Guardian UG Stock Holding History

ICA Group Wealth 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
2024
Q2 		– Sell
-360
Closed -$2.75K – 1303
2024
Q1 		$2.75K Hold
360
– – ﹤0.01% 1137
2023
Q4 		$2.59K Buy
+360
New +$2.63K ﹤0.01% 1144
2023
Q3 		– Sell
-360
Closed -$2.98K – 1162
2023
Q2 		$2.98K Hold
360
– – ﹤0.01% 1079
2023
Q1 		$3.38K Hold
360
– – ﹤0.01% 1017
2022
Q4 		$3.76K Buy
+360
New +$4.33K ﹤0.01% 1021

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 $866M AUM 30.05% 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 $875M AUM 20.28% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

ICA Group Wealth Management's UG Position: Q2 2024 in Review

ICA Group Wealth Management sold out of United-Guardian (UG) in Q2 2024, closing a stake of 360 shares — an estimated $2.75K sold.

ICA Group Wealth Management first reported a position in UG in Q4 2022 and held it in 5 quarters. The position peaked at $3.76K in Q4 2022. 30 funds tracked by Wall St. Rank hold UG as of Q2 2024.

  • ICA Group Wealth Management reported no remaining United-Guardian position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 360 United-Guardian shares in Q2 2024, an estimated $2.75K.
  • ICA Group Wealth Management first reported a position in United-Guardian in Q4 2022 and held it in 5 quarters.
  • ICA Group Wealth Management's United-Guardian position peaked at $3.76K in Q4 2022.
  • 30 funds tracked by Wall St. Rank held United-Guardian as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.