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Kennedy Capital Management’s United Bancorp UBCP Stock Holding History

Kennedy Capital Management’s Portfolio UBCP Stock Details UBCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-51,273
Closed -$731K – 656
2021
Q2 		$731K Sell
51,273
-54,749
-52% -$819K 0.02% 544
2021
Q1 		$1.52M Sell
106,022
-28,858
-21% -$399K 0.03% 527
2020
Q4 		$1.78M Buy
134,880
+1,111
+0.8% +$14K 0.04% 519
2020
Q3 		$1.68M Hold
133,769
– – 0.05% 503
2020
Q2 		$1.54M Buy
133,769
+1,511
+1% +$15.9K 0.04% 534
2020
Q1 		$1.46M Buy
132,258
+5,765
+5% +$75.3K 0.05% 509
2019
Q4 		$1.81M Buy
126,493
+6,211
+5% +$77.4K 0.04% 561
2019
Q3 		$1.34M Buy
120,282
+41,069
+52% +$466K 0.03% 578
2019
Q2 		$893K Buy
79,213
+995
+1% +$11.2K 0.02% 613
2019
Q1 		$849K Buy
78,218
+13,620
+21% +$151K 0.02% 627
2018
Q4 		$738K Hold
64,598
– – 0.02% 634
2018
Q3 		$849K Hold
64,598
– – 0.02% 656
2018
Q2 		$872K Buy
64,598
+32,630
+102% +$427K 0.02% 673
2018
Q1 		$414K Sell
31,968
-647
-2% -$8.22K 0.01% 704
2017
Q4 		$432K Buy
+32,615
New +$413K 0.01% 716

Other funds holding UBCP

WB
WesBanco Bank Wheeling, West Virginia $3.61B AUM 24.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Kennedy Capital Management's UBCP Position: Q3 2021 in Review

Kennedy Capital Management sold out of United Bancorp (UBCP) in Q3 2021, closing a stake of 51,273 shares — an estimated $731K sold.

Kennedy Capital Management first reported a position in UBCP in Q4 2017 and held it in 15 quarters. The position peaked at $1.81M in Q4 2019. 22 funds tracked by Wall St. Rank hold UBCP as of Q3 2021.

  • Kennedy Capital Management reported no remaining United Bancorp position as of Q3 2021 after selling out during the quarter.
  • Kennedy Capital Management sold 51,273 United Bancorp shares in Q3 2021, an estimated $731K.
  • Kennedy Capital Management first reported a position in United Bancorp in Q4 2017 and held it in 15 quarters.
  • Kennedy Capital Management's United Bancorp position peaked at $1.81M in Q4 2019.
  • 22 funds tracked by Wall St. Rank held United Bancorp as of Q3 2021.

Based on Kennedy Capital Management's 13F filing for Q3 2021, filed 15 Nov 2021.