Moody Aldrich Partners’s Atlantic Union Bankshares AUB Stock Holding History

Moody Aldrich Partners’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
2020 Q3	–	Sell	-251,129	Closed	-$5.82M	–	158
2020 Q2	$5.82M	Buy	251,129 +93,454	+59%	+$2.1M	1.24%	27
2020 Q1	$3.45M	Buy	157,675 +1,520	+1%	+$47.1K	1.04%	38
2019 Q4	$5.86M	Sell	156,155 -96	-0.1%	-$3.61K	1.21%	27
2019 Q3	$5.82M	Sell	156,251 -1,817	-1%	-$66.4K	1.55%	18
2019 Q2	$5.58M	Buy	158,068 +4,180	+3%	+$146K	1.43%	22
2019 Q1	$4.97M	Sell	153,888 -8,600	-5%	-$287K	1.4%	25
2018 Q4	$4.59M	Buy	162,488 +5,811	+4%	+$196K	1.51%	22
2018 Q3	$6.04M	Buy	156,677 +88,559	+130%	+$3.61M	1.74%	11
2018 Q2	$2.65M	Buy	+68,118	New	+$2.68M	0.94%	55

Other funds holding AUB

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Moody Aldrich Partners's AUB Position: Q3 2020 in Review

Moody Aldrich Partners sold out of Atlantic Union Bankshares (AUB) in Q3 2020, closing a stake of 251,129 shares — an estimated $5.82M sold.

Moody Aldrich Partners first reported a position in AUB in Q2 2018 and held it in 9 quarters. The position peaked at $6.04M in Q3 2018. 194 funds tracked by Wall St. Rank hold AUB as of Q3 2020.

Moody Aldrich Partners reported no remaining Atlantic Union Bankshares position as of Q3 2020 after selling out during the quarter.
Moody Aldrich Partners sold 251,129 Atlantic Union Bankshares shares in Q3 2020, an estimated $5.82M.
Moody Aldrich Partners first reported a position in Atlantic Union Bankshares in Q2 2018 and held it in 9 quarters.
Moody Aldrich Partners's Atlantic Union Bankshares position peaked at $6.04M in Q3 2018.
194 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q3 2020.

Based on Moody Aldrich Partners's 13F filing for Q3 2020, filed 12 Nov 2020.