WG
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Winton Group’s First United FUNC Stock Holding History

Winton Group’s Portfolio FUNC Stock Details FUNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-15,587
Closed -$290K – 1148
2021
Q3 		$290K Buy
15,587
+7
+0% +$124 0.02% 1110
2021
Q2 		$272K Buy
15,580
+2,265
+17% +$40.8K 0.01% 1232
2021
Q1 		$235K Buy
13,315
+1,279
+11% +$22.4K 0.01% 1237
2020
Q4 		$187K Sell
12,036
-14,868
-55% -$214K 0.01% 1201
2020
Q3 		$315K Buy
26,904
+4,073
+18% +$46.4K 0.01% 1230
2020
Q2 		$305K Buy
+22,831
New +$324K 0.01% 1278

Other funds holding FUNC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return

Winton Group's FUNC Position: Q4 2021 in Review

Winton Group sold out of First United (FUNC) in Q4 2021, closing a stake of 15,587 shares — an estimated $290K sold.

Winton Group first reported a position in FUNC in Q2 2020 and held it in 6 quarters. The position peaked at $315K in Q3 2020. 32 funds tracked by Wall St. Rank hold FUNC as of Q4 2021.

  • Winton Group reported no remaining First United position as of Q4 2021 after selling out during the quarter.
  • Winton Group sold 15,587 First United shares in Q4 2021, an estimated $290K.
  • Winton Group first reported a position in First United in Q2 2020 and held it in 6 quarters.
  • Winton Group's First United position peaked at $315K in Q3 2020.
  • 32 funds tracked by Wall St. Rank held First United as of Q4 2021.

Based on Winton Group's 13F filing for Q4 2021, filed 10 Feb 2022.