West Branch Capital’s Union Bankshares UNB Stock Holding History

West Branch Capital’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	-200	Closed	-$6K	–	457
2022 Q1	$6K	Hold	200	–	–	﹤0.01%	345
2021 Q4	$6K	Hold	200	–	–	﹤0.01%	373
2021 Q3	$6K	Hold	200	–	–	﹤0.01%	350
2021 Q2	$7K	Buy	+200	New	+$6.69K	﹤0.01%	351

Other funds holding UNB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cannell & Spears New York $5.1B AUM 31.77% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

West Branch Capital's UNB Position: Q2 2022 in Review

West Branch Capital sold out of Union Bankshares (UNB) in Q2 2022, closing a stake of 200 shares — an estimated $6K sold.

West Branch Capital first reported a position in UNB in Q2 2021 and held it in 4 quarters. The position peaked at $7K in Q2 2021. 26 funds tracked by Wall St. Rank hold UNB as of Q2 2022.

West Branch Capital reported no remaining Union Bankshares position as of Q2 2022 after selling out during the quarter.
West Branch Capital sold 200 Union Bankshares shares in Q2 2022, an estimated $6K.
West Branch Capital first reported a position in Union Bankshares in Q2 2021 and held it in 4 quarters.
West Branch Capital's Union Bankshares position peaked at $7K in Q2 2021.
26 funds tracked by Wall St. Rank held Union Bankshares as of Q2 2022.

Based on West Branch Capital's 13F filing for Q2 2022, filed 28 Jul 2022.