Victory Capital Management
UG icon

Victory Capital Management’s United-Guardian UG Stock Holding History

Victory Capital Management’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
2020
Q2 		– Sell
-1,002
Closed -$14K – 3249
2020
Q1 		$14K Buy
+1,002
New +$16.5K ﹤0.01% 3229
2019
Q4 		– Sell
-521
Closed -$10K – 3251
2019
Q3 		$10K Buy
+521
New +$10.1K ﹤0.01% 3271

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
PL
Parthenon LLC Louisville, Kentucky $962M AUM 27.46% 1-Year Est. Return
RB
Rodgers Brothers Harmony, Pennsylvania $1.03B AUM 54.39% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Victory Capital Management's UG Position: Q2 2020 in Review

Victory Capital Management sold out of United-Guardian (UG) in Q2 2020, closing a stake of 1,002 shares — an estimated $14K sold.

Victory Capital Management first reported a position in UG in Q3 2019 and held it in 2 quarters. The position peaked at $14K in Q1 2020. 31 funds tracked by Wall St. Rank hold UG as of Q2 2020.

  • Victory Capital Management reported no remaining United-Guardian position as of Q2 2020 after selling out during the quarter.
  • Victory Capital Management sold 1,002 United-Guardian shares in Q2 2020, an estimated $14K.
  • Victory Capital Management first reported a position in United-Guardian in Q3 2019 and held it in 2 quarters.
  • Victory Capital Management's United-Guardian position peaked at $14K in Q1 2020.
  • 31 funds tracked by Wall St. Rank held United-Guardian as of Q2 2020.

Based on Victory Capital Management's 13F filing for Q2 2020, filed 7 Aug 2020.