Osaic Holdings
UBOH

Osaic Holdings’s United Bancshares Inc/OH UBOH Stock Holding History

Osaic Holdings’s Portfolio UBOH Stock Details UBOH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-454
Closed -$15K – 7905
2022
Q1 		$15K Buy
+454
New +$14.8K ﹤0.01% 5916
2020
Q4 		– Sell
-1,403
Closed -$30K – 6827
2020
Q3 		$30K Hold
1,403
– – ﹤0.01% 4680
2020
Q2 		$25K Sell
1,403
-5
-0.4% -$82 ﹤0.01% 4680
2020
Q1 		$23K Buy
+1,408
New +$29.8K ﹤0.01% 4555

Other funds holding UBOH

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $324M AUM 26.47% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings's UBOH Position: Q2 2022 in Review

Osaic Holdings sold out of United Bancshares Inc/OH (UBOH) in Q2 2022, closing a stake of 454 shares — an estimated $15K sold.

Osaic Holdings first reported a position in UBOH in Q1 2020 and held it in 4 quarters. The position peaked at $30K in Q3 2020. 17 funds tracked by Wall St. Rank hold UBOH as of Q2 2022.

  • Osaic Holdings reported no remaining United Bancshares Inc/OH position as of Q2 2022 after selling out during the quarter.
  • Osaic Holdings sold 454 United Bancshares Inc/OH shares in Q2 2022, an estimated $15K.
  • Osaic Holdings first reported a position in United Bancshares Inc/OH in Q1 2020 and held it in 4 quarters.
  • Osaic Holdings's United Bancshares Inc/OH position peaked at $30K in Q3 2020.
  • 17 funds tracked by Wall St. Rank held United Bancshares Inc/OH as of Q2 2022.

Based on Osaic Holdings's 13F filing for Q2 2022, filed 10 Aug 2022.