PAM
UBFO

Panagora Asset Management’s United Security Bancshares UBFO Stock Holding History

Panagora Asset Management’s Portfolio UBFO Stock Details UBFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-138
Closed -$1K – 2354
2021
Q2 		$1K Sell
138
-75,293
-100% -$611K ﹤0.01% 2718
2021
Q1 		$618K Sell
75,431
-17,219
-19% -$130K ﹤0.01% 1231
2020
Q4 		$653K Sell
92,650
-226
-0.2% -$1.52K ﹤0.01% 1131
2020
Q3 		$567K Buy
92,876
+982
+1% +$6.17K ﹤0.01% 1112
2020
Q2 		$615K Buy
91,894
+12,909
+16% +$81K ﹤0.01% 1126
2020
Q1 		$505K Buy
78,985
+633
+0.8% +$5.69K ﹤0.01% 1117
2019
Q4 		$841K Buy
78,352
+28,284
+56% +$294K ﹤0.01% 1123
2019
Q3 		$527K Buy
50,068
+21,930
+78% +$233K ﹤0.01% 1267
2019
Q2 		$320K Buy
28,138
+14,575
+107% +$153K ﹤0.01% 1608
2019
Q1 		$144K Buy
13,563
+3,357
+33% +$34.6K ﹤0.01% 1795
2018
Q4 		$98K Sell
10,206
-979
-9% -$10.3K ﹤0.01% 1815
2018
Q3 		$124K Sell
11,185
-2,615
-19% -$28.9K ﹤0.01% 1797
2018
Q2 		$155K Buy
+13,800
New +$153K ﹤0.01% 1734
2017
Q4 		– Sell
-1,882
Closed -$18K – 2356
2017
Q3 		$18K Sell
1,882
-11,361
-86% -$106K ﹤0.01% 2188
2017
Q2 		$122K Buy
+13,243
New +$116K ﹤0.01% 1818

Other funds holding UBFO

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $331M AUM 34.26% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $145M AUM 35.04% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $150M AUM 32.63% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Panagora Asset Management's UBFO Position: Q3 2021 in Review

Panagora Asset Management sold out of United Security Bancshares (UBFO) in Q3 2021, closing a stake of 138 shares — an estimated $1K sold.

Panagora Asset Management first reported a position in UBFO in Q2 2017 and held it in 15 quarters. The position peaked at $841K in Q4 2019. 40 funds tracked by Wall St. Rank hold UBFO as of Q3 2021.

  • Panagora Asset Management reported no remaining United Security Bancshares position as of Q3 2021 after selling out during the quarter.
  • Panagora Asset Management sold 138 United Security Bancshares shares in Q3 2021, an estimated $1K.
  • Panagora Asset Management first reported a position in United Security Bancshares in Q2 2017 and held it in 15 quarters.
  • Panagora Asset Management's United Security Bancshares position peaked at $841K in Q4 2019.
  • 40 funds tracked by Wall St. Rank held United Security Bancshares as of Q3 2021.

Based on Panagora Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.