Michael Gelband’s Atlantic Union Bankshares AUB Stock Holding History

Michael Gelband’s Portfolio AUB Stock Details AUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-9,846	Closed	-$371K	–	1515
2024 Q3	$371K	Buy	+9,846	New	+$371K	﹤0.01%	1292
2023 Q1	–	Sell	-64,979	Closed	-$2.28M	–	1744
2022 Q4	$2.28M	Buy	64,979 +23,159	+55%	+$791K	0.03%	584
2022 Q3	$1.27M	Buy	41,820 +17,941	+75%	+$605K	0.02%	1007
2022 Q2	$810K	Sell	23,879 -9,590	-29%	-$332K	0.01%	1171
2022 Q1	$1.23M	Sell	33,469 -1,127	-3%	-$45K	0.02%	1036
2021 Q4	$1.29M	Sell	34,596 -61,014	-64%	-$2.22M	0.01%	943
2021 Q3	$3.52M	Sell	95,610 -35,726	-27%	-$1.29M	0.05%	516
2021 Q2	$4.76M	Buy	131,336 +98,599	+301%	+$3.87M	0.05%	378
2021 Q1	$1.26M	Buy	+32,737	New	+$1.21M	0.02%	789
2020 Q4	–	Sell	-105,984	Closed	-$2.27M	–	1950
2020 Q3	$2.27M	Buy	105,984 +83,675	+375%	+$1.9M	0.05%	364
2020 Q2	$517K	Buy	+22,309	New	+$502K	0.01%	1070
2020 Q1	–	Sell	-9,261	Closed	-$348K	–	1078
2019 Q4	$348K	Buy	+9,261	New	+$349K	0.01%	1059

Other funds holding AUB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Michael Gelband's AUB Position: Q4 2024 in Review

Michael Gelband sold out of Atlantic Union Bankshares (AUB) in Q4 2024, closing a stake of 9,846 shares — an estimated $371K sold.

Michael Gelband first reported a position in AUB in Q4 2019 and held it in 12 quarters. The position peaked at $4.76M in Q2 2021. 339 funds tracked by Wall St. Rank hold AUB as of Q4 2024.

Michael Gelband reported no remaining Atlantic Union Bankshares position as of Q4 2024 after selling out during the quarter.
Michael Gelband sold 9,846 Atlantic Union Bankshares shares in Q4 2024, an estimated $371K.
Michael Gelband first reported a position in Atlantic Union Bankshares in Q4 2019 and held it in 12 quarters.
Michael Gelband's Atlantic Union Bankshares position peaked at $4.76M in Q2 2021.
339 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q4 2024.

Based on ExodusPoint Capital Management's 13F filing for Q4 2024, filed 12 Feb 2025.