YHB Investment Advisors’s UNITIED FINANCIAL BANCORP INC UBNK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-35,551
| Closed | -$485K | – | 198 |
|
|
2019
Q3 | $485K | Hold |
35,551
| – | – | 0.07% | 133 |
|
|
2019
Q2 | $504K | Hold |
35,551
| – | – | 0.08% | 134 |
|
|
2019
Q1 | $510K | Hold |
35,551
| – | – | 0.08% | 137 |
|
|
2018
Q4 | $523K | Hold |
35,551
| – | – | 0.09% | 130 |
|
|
2018
Q3 | $598K | Hold |
35,551
| – | – | 0.09% | 131 |
|
|
2018
Q2 | $623K | Hold |
35,551
| – | – | 0.1% | 130 |
|
|
2018
Q1 | $576K | Hold |
35,551
| – | – | 0.1% | 132 |
|
|
2017
Q4 | $627K | Hold |
35,551
| – | – | 0.11% | 122 |
|
|
2017
Q3 | $650K | Hold |
35,551
| – | – | 0.12% | 123 |
|
|
2017
Q2 | $593K | Sell |
35,551
-23,724
| -40% | -$396K | 0.1% | 124 |
|
|
2017
Q1 | $1.02M | Hold |
59,275
| – | – | 0.2% | 103 |
|
|
2016
Q4 | $1.08M | Hold |
59,275
| – | – | 0.22% | 100 |
|
|
2016
Q3 | $820K | Buy |
59,275
+21,350
| +56% | +$295K | 0.2% | 104 |
|
|
2016
Q2 | $492K | Hold |
37,925
| – | – | 0.11% | 117 |
|
|
2016
Q1 | $477K | Hold |
37,925
| – | – | 0.13% | 113 |
|
|
2015
Q4 | $488K | Hold |
37,925
| – | – | 0.11% | 120 |
|
|
2015
Q3 | $495K | Hold |
37,925
| – | – | 0.12% | 121 |
|
|
2015
Q2 | $510K | Sell |
37,925
-22,750
| -37% | -$306K | 0.11% | 123 |
|
|
2015
Q1 | $754K | Sell |
60,675
-773
| -1% | -$9.61K | 0.17% | 113 |
|
|
2014
Q4 | $882K | Hold |
61,448
| – | – | 0.2% | 108 |
|
|
2014
Q3 | $780K | Hold |
61,448
| – | – | 0.19% | 106 |
|
|
2014
Q2 | $833K | Buy |
61,448
+35,837
| +140% | +$649K | 0.2% | 102 |
|
|
2014
Q1 | $471K | Hold |
25,611
| – | – | 0.12% | 118 |
|
|
2013
Q4 | $484K | Hold |
25,611
| – | – | 0.13% | 111 |
|
|
2013
Q3 | $414K | Hold |
25,611
| – | – | 0.12% | 119 |
|
|
2013
Q2 | $388K | Buy |
+25,611
| New | +$388K | 0.12% | 123 |
|
YHB Investment Advisors's UBNK Position: Q4 2019 in Review
YHB Investment Advisors sold out of UNITIED FINANCIAL BANCORP INC (UBNK) in Q4 2019, closing a stake of 35,551 shares — an estimated $485K sold.
YHB Investment Advisors first reported a position in UBNK in Q2 2013 and held it in 26 quarters. The position peaked at $1.08M in Q4 2016. 0 funds tracked by Wall St. Rank hold UBNK as of Q4 2019.
- YHB Investment Advisors reported no remaining UNITIED FINANCIAL BANCORP INC position as of Q4 2019 after selling out during the quarter.
- YHB Investment Advisors sold 35,551 UNITIED FINANCIAL BANCORP INC shares in Q4 2019, an estimated $485K.
- YHB Investment Advisors first reported a position in UNITIED FINANCIAL BANCORP INC in Q2 2013 and held it in 26 quarters.
- YHB Investment Advisors's UNITIED FINANCIAL BANCORP INC position peaked at $1.08M in Q4 2016.
- 0 funds tracked by Wall St. Rank held UNITIED FINANCIAL BANCORP INC as of Q4 2019.
Based on YHB Investment Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.