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Lakewood Asset Management’s United Bancorp UBCP Stock Holding History

Lakewood Asset 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
2023
Q1 		– Sell
-6,116
Closed -$90K – 282
2022
Q4 		$90K Buy
+6,116
New +$92.7K 0.07% 144

Other funds holding UBCP

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VFPW
Vantage Financial Partners (Wisconsin) Elm Grove, Wisconsin $493M AUM 14.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $754M AUM 27.39% 1-Year Est. Return

Lakewood Asset Management's UBCP Position: Q1 2023 in Review

Lakewood Asset Management sold out of United Bancorp (UBCP) in Q1 2023, closing a stake of 6,116 shares — an estimated $90K sold.

Lakewood Asset Management first reported a position in UBCP in Q4 2022 and held it in 1 quarter. The position peaked at $90K in Q4 2022. 23 funds tracked by Wall St. Rank hold UBCP as of Q1 2023.

  • Lakewood Asset Management reported no remaining United Bancorp position as of Q1 2023 after selling out during the quarter.
  • Lakewood Asset Management sold 6,116 United Bancorp shares in Q1 2023, an estimated $90K.
  • Lakewood Asset Management first reported a position in United Bancorp in Q4 2022 and held it in 1 quarter.
  • Lakewood Asset Management's United Bancorp position peaked at $90K in Q4 2022.
  • 23 funds tracked by Wall St. Rank held United Bancorp as of Q1 2023.

Based on Lakewood Asset Management's 13F filing for Q1 2023, filed 13 Apr 2023.