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Lawrence B. Seidman’s First United FUNC Stock Holding History

Lawrence B. Seidman’s Portfolio FUNC Stock Details FUNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$512K Sell
33,049
-5,389
-14% -$77.5K 0.64% 23
2020
Q3 		$450K Hold
38,438
– – 0.69% 23
2020
Q2 		$513K Sell
38,438
-1,562
-4% -$22.2K 0.69% 23
2020
Q1 		$572K Hold
40,000
– – 0.7% 24
2019
Q4 		$964K Buy
+40,000
New +$947K 0.91% 18

Other funds holding FUNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Lawrence B. Seidman's FUNC Position: Q4 2020 in Review

Lawrence B. Seidman reduced its First United (FUNC) stake by 14% in Q4 2020, selling an estimated $77.5K and leaving 33,049 shares worth $512K. The position accounts for 0.64% of the portfolio, ranked #23.

Lawrence B. Seidman first reported a position in FUNC in Q4 2019 and has held it in 5 quarters since. The position peaked at $964K in Q4 2019. 43 funds tracked by Wall St. Rank hold FUNC as of Q4 2020.

  • Lawrence B. Seidman held 33,049 shares of First United worth $512K as of Q4 2020.
  • Lawrence B. Seidman sold 5,389 First United shares in Q4 2020, an estimated $77.5K.
  • First United made up 0.64% of Lawrence B. Seidman's portfolio in Q4 2020, its #23 holding.
  • Lawrence B. Seidman first reported a position in First United in Q4 2019 and has held it in 5 quarters since.
  • Lawrence B. Seidman's First United position peaked at $964K in Q4 2019.
  • 43 funds tracked by Wall St. Rank held First United as of Q4 2020.

Based on Lawrence B. Seidman's 13F filing for Q4 2020, filed 8 Feb 2021.