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Sandy Cove Advisors’s Union Bankshares UNB Stock Holding History

Sandy Cove Advisors’s Portfolio UNB Stock Details UNB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-240
Closed -$7K – 366
2022
Q1 		$7K Hold
240
– – 0.01% 342
2021
Q4 		$7K Buy
+240
New +$7.55K 0.01% 317

Other funds holding UNB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CS
Cannell & Spears New York $5.1B AUM 31.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sandy Cove Advisors's UNB Position: Q2 2022 in Review

Sandy Cove Advisors sold out of Union Bankshares (UNB) in Q2 2022, closing a stake of 240 shares — an estimated $7K sold.

Sandy Cove Advisors first reported a position in UNB in Q4 2021 and held it in 2 quarters. The position peaked at $7K in Q1 2022. 26 funds tracked by Wall St. Rank hold UNB as of Q2 2022.

  • Sandy Cove Advisors reported no remaining Union Bankshares position as of Q2 2022 after selling out during the quarter.
  • Sandy Cove Advisors sold 240 Union Bankshares shares in Q2 2022, an estimated $7K.
  • Sandy Cove Advisors first reported a position in Union Bankshares in Q4 2021 and held it in 2 quarters.
  • Sandy Cove Advisors's Union Bankshares position peaked at $7K in Q1 2022.
  • 26 funds tracked by Wall St. Rank held Union Bankshares as of Q2 2022.

Based on Sandy Cove Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.