WQ
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Wealth Quarterback’s United-Guardian UG Stock Holding History

Wealth Quarterback’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
Q3 		$12K Buy
808
+1
+0.1% +$15 0.01% 438
2021
Q2 		$13K Buy
+807
New +$12.5K 0.01% 421
2020
Q2 		– Sell
-745
Closed -$10.8K – 727
2020
Q1 		$10.8K Sell
745
-12,918
-95% -$213K 0.01% 454
2019
Q4 		$745 Buy
+13,663
New +$262K ﹤0.01% 880

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

Wealth Quarterback's UG Position: Q3 2021 in Review

Wealth Quarterback increased its United-Guardian (UG) stake by 0.12% in Q3 2021, buying an estimated $15 and bringing the position to 808 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #438.

Wealth Quarterback first reported a position in UG in Q4 2019 and has held it in 4 quarters since. The position peaked at $13K in Q2 2021. 28 funds tracked by Wall St. Rank hold UG as of Q3 2021.

  • Wealth Quarterback held 808 shares of United-Guardian worth $12K as of Q3 2021.
  • Wealth Quarterback bought 1 United-Guardian share in Q3 2021, an estimated $15.
  • United-Guardian made up 0.01% of Wealth Quarterback's portfolio in Q3 2021, its #438 holding.
  • Wealth Quarterback first reported a position in United-Guardian in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's United-Guardian position peaked at $13K in Q2 2021.
  • 28 funds tracked by Wall St. Rank held United-Guardian as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.