KCM
UBNK

Kennedy Capital Management’s United Financial Bancorp, Inc. UBNK Stock Holding History

Kennedy Capital Management’s Portfolio UBNK Stock Details UBNK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-102,739
Closed -$1.46M – 751
2019
Q2 		$1.46M Sell
102,739
-109,033
-51% -$1.49M 0.03% 572
2019
Q1 		$3.04M Sell
211,772
-3,583
-2% -$54.2K 0.07% 468
2018
Q4 		$3.17M Sell
215,355
-21,607
-9% -$341K 0.08% 453
2018
Q3 		$3.99M Sell
236,962
-33,721
-12% -$593K 0.07% 464
2018
Q2 		$4.74M Buy
270,683
+61,385
+29% +$1.05M 0.09% 428
2018
Q1 		$3.39M Buy
209,298
+74,893
+56% +$1.24M 0.07% 502
2017
Q4 		$2.37M Buy
134,405
+46,223
+52% +$841K 0.04% 598
2017
Q3 		$1.61M Sell
88,182
-124,462
-59% -$2.16M 0.03% 633
2017
Q2 		$3.55M Sell
212,644
-1,171
-0.5% -$19.9K 0.07% 497
2017
Q1 		$3.64M Sell
213,815
-26,112
-11% -$459K 0.06% 498
2016
Q4 		$4.36M Sell
239,927
-106,453
-31% -$1.7M 0.08% 461
2016
Q3 		$4.79M Sell
346,380
-20,862
-6% -$281K 0.09% 372
2016
Q2 		$4.77M Sell
367,242
-2,907
-0.8% -$37.7K 0.1% 358
2016
Q1 		$4.66M Sell
370,149
-78,885
-18% -$931K 0.09% 371
2015
Q4 		$5.78M Buy
449,034
+121,559
+37% +$1.63M 0.12% 322
2015
Q3 		$4.27M Buy
327,475
+213,443
+187% +$2.81M 0.09% 403
2015
Q2 		$1.53M Buy
+114,032
New +$1.47M 0.03% 631
2015
Q1 		– Sell
-31,998
Closed -$459K – 770
2014
Q4 		$459K Sell
31,998
-424,399
-93% -$5.87M 0.01% 715
2014
Q3 		$5.79M Buy
456,397
+29,150
+7% +$369K 0.11% 328
2014
Q2 		$5.79M Buy
427,247
+21,977
+5% +$295K 0.11% 341
2014
Q1 		$5.51M Buy
405,270
+74,712
+23% +$1.02M 0.1% 351
2013
Q4 		$4.7M Buy
330,558
+139,936
+73% +$1.93M 0.09% 393
2013
Q3 		$2.48M Hold
190,622
– – 0.05% 505
2013
Q2 		$2.49M Buy
+190,622
New +$2.48M 0.05% 493

Other funds holding UBNK

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Kennedy Capital Management's UBNK Position: Q3 2019 in Review

Kennedy Capital Management sold out of United Financial Bancorp, Inc. (UBNK) in Q3 2019, closing a stake of 102,739 shares — an estimated $1.46M sold.

Kennedy Capital Management first reported a position in UBNK in Q2 2013 and held it in 24 quarters. The position peaked at $5.79M in Q3 2014. 129 funds tracked by Wall St. Rank hold UBNK as of Q3 2019.

  • Kennedy Capital Management reported no remaining United Financial Bancorp, Inc. position as of Q3 2019 after selling out during the quarter.
  • Kennedy Capital Management sold 102,739 United Financial Bancorp, Inc. shares in Q3 2019, an estimated $1.46M.
  • Kennedy Capital Management first reported a position in United Financial Bancorp, Inc. in Q2 2013 and held it in 24 quarters.
  • Kennedy Capital Management's United Financial Bancorp, Inc. position peaked at $5.79M in Q3 2014.
  • 129 funds tracked by Wall St. Rank held United Financial Bancorp, Inc. as of Q3 2019.

Based on Kennedy Capital Management's 13F filing for Q3 2019, filed 14 Nov 2019.