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ShoreHaven Wealth Partners’s United-Guardian UG Stock Holding History

ShoreHaven Wealth Partners’s Portfolio UG Stock Details UG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-495
Closed -$7K – 237
2021
Q1 		$7K Hold
495
– – ﹤0.01% 213
2020
Q4 		$7K Buy
+495
New +$7.23K ﹤0.01% 185

Other funds holding UG

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RB
Rodgers Brothers Harmony, Pennsylvania $1.03B AUM 54.39% 1-Year Est. Return
PL
Parthenon LLC Louisville, Kentucky $962M AUM 27.46% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ShoreHaven Wealth Partners's UG Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of United-Guardian (UG) in Q2 2021, closing a stake of 495 shares — an estimated $7K sold.

ShoreHaven Wealth Partners first reported a position in UG in Q4 2020 and held it in 2 quarters. The position peaked at $7K in Q1 2021. 28 funds tracked by Wall St. Rank hold UG as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining United-Guardian position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 495 United-Guardian shares in Q2 2021, an estimated $7K.
  • ShoreHaven Wealth Partners first reported a position in United-Guardian in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's United-Guardian position peaked at $7K in Q1 2021.
  • 28 funds tracked by Wall St. Rank held United-Guardian as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.