ZIM
UG icon

ZPR Investment Management’s United-Guardian UG Stock Holding History

ZPR Investment Management’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
2019
Q3 		$259K Buy
13,636
+119
+0.9% +$2.32K 0.55% 48
2019
Q2 		$254K Buy
13,517
+2,219
+20% +$42.8K 0.52% 50
2019
Q1 		$216K Buy
+11,298
New +$221K 0.43% 62
2018
Q4 		– Sell
-14,479
Closed -$234K – 94
2018
Q3 		$234K Buy
14,479
+1,794
+14% +$32.9K 0.35% 64
2018
Q2 		$243K Hold
12,685
– – 0.33% 55
2018
Q1 		$226K Buy
12,685
+2,645
+26% +$48.3K 0.33% 50
2017
Q4 		$186K Buy
+10,040
New +$185K 0.27% 56

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
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
PL
Parthenon LLC Louisville, Kentucky $962M AUM 27.46% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
RB
Rodgers Brothers Harmony, Pennsylvania $1.03B AUM 54.39% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

ZPR Investment Management's UG Position: Q3 2019 in Review

ZPR Investment Management increased its United-Guardian (UG) stake by 0.88% in Q3 2019, buying an estimated $2.32K and bringing the position to 13,636 shares worth $259K. The position accounts for 0.55% of the portfolio, ranked #48.

ZPR Investment Management first reported a position in UG in Q4 2017 and has held it in 7 quarters since. 36 funds tracked by Wall St. Rank hold UG as of Q3 2019.

  • ZPR Investment Management held 13,636 shares of United-Guardian worth $259K as of Q3 2019.
  • ZPR Investment Management bought 119 United-Guardian shares in Q3 2019, an estimated $2.32K.
  • United-Guardian made up 0.55% of ZPR Investment Management's portfolio in Q3 2019, its #48 holding.
  • ZPR Investment Management first reported a position in United-Guardian in Q4 2017 and has held it in 7 quarters since.
  • 36 funds tracked by Wall St. Rank held United-Guardian as of Q3 2019.

Based on ZPR Investment Management's 13F filing for Q3 2019, filed 14 Nov 2019.