Wellington Management Group
FUSB icon

Wellington Management Group’s First US Bancshares FUSB Stock Holding History

Wellington Management Group’s Portfolio FUSB Stock Details FUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-96,346
Closed -$850K – 2122
2020
Q4 		$850K Hold
96,346
– – ﹤0.01% 1633
2020
Q3 		$639K Buy
96,346
+8,802
+10% +$57K ﹤0.01% 1659
2020
Q2 		$604K Buy
87,544
+5,507
+7% +$38.8K ﹤0.01% 1607
2020
Q1 		$503K Buy
82,037
+2,674
+3% +$27.3K ﹤0.01% 1695
2019
Q4 		$921K Hold
79,363
– – ﹤0.01% 1719
2019
Q3 		$713K Buy
79,363
+1,776
+2% +$16.1K ﹤0.01% 1797
2019
Q2 		$717K Buy
77,587
+3,955
+5% +$38.5K ﹤0.01% 1837
2019
Q1 		$736K Buy
+73,632
New +$692K ﹤0.01% 1829

Other funds holding FUSB

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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SBIA
Sheaff Brock Investment Advisors Indianapolis, Indiana $1.09B AUM 14.4% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group's FUSB Position: Q1 2021 in Review

Wellington Management Group sold out of First US Bancshares (FUSB) in Q1 2021, closing a stake of 96,346 shares — an estimated $850K sold.

Wellington Management Group first reported a position in FUSB in Q1 2019 and held it in 8 quarters. The position peaked at $921K in Q4 2019. 24 funds tracked by Wall St. Rank hold FUSB as of Q1 2021.

  • Wellington Management Group reported no remaining First US Bancshares position as of Q1 2021 after selling out during the quarter.
  • Wellington Management Group sold 96,346 First US Bancshares shares in Q1 2021, an estimated $850K.
  • Wellington Management Group first reported a position in First US Bancshares in Q1 2019 and held it in 8 quarters.
  • Wellington Management Group's First US Bancshares position peaked at $921K in Q4 2019.
  • 24 funds tracked by Wall St. Rank held First US Bancshares as of Q1 2021.

Based on Wellington Management Group's 13F filing for Q1 2021, filed 17 May 2021.