UNITED GUARDIAN INC - COM (UG)

CUSIP: 910571108

Q2 2023 13F Holders as of 30 Jun 2023

Share change
-58,889
SEC-reported price per share
$8.26
Number of holders
25
Value change
-$589,584
Number of buys
7
Number of sells
9

Security key

910571108

Report period

Q2 2023

Institutions

25

Top holders

10

Ownership snapshot

Top reported holders of UG - UNITED GUARDIAN INC - COM (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
RENAISSANCE TECHNOLOGIES LLC
Disclosed value leader
RENAISSANCE TECHNOLOGIES LLC
Comparable rows
0/15
Latest evidence
31 Mar 2023
13F Highest disclosed value: $1,762,000 15 rows are not safely comparable across share classes. Showing 1-6 of 15 holder rows.

Quick read

RENAISSANCE TECHNOLOGIES LLC has the largest disclosed position value at $1.76M.

0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens RENAISSANCE TECHNOLOGIES LLC's linked filing trail.
Disclosed position value Top 5
RENAISSANCE TECHNOLOGIES LLC $1.76M
GAMCO INVESTORS, INC. ET AL $1.39M
VANGUARD GROUP INC $1.23M
DIMENSIONAL FUND ADVISORS LP $992.5K
Rodgers Brothers Inc. $868.1K

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
RENAISSANCE TECHNOLOGIES LLC
13F
Company
13F
class O/S missing
$1,762,000
187,463 shares
31 Mar 2023
GAMCO INVESTORS, INC. ET AL
13F
Company
13F
class O/S missing
$1,386,500
147,500 shares
31 Mar 2023
VANGUARD GROUP INC
13F
Company
13F
class O/S missing
$1,234,183
131,296 shares
31 Mar 2023
DIMENSIONAL FUND ADVISORS LP
13F
Company
13F
class O/S missing
$992,488
106,834 shares
31 Mar 2023
Rodgers Brothers Inc.
13F
Company
13F
class O/S missing
$868,090
92,350 shares
31 Mar 2023
Teton Advisors, Inc.
13F
Company
13F
class O/S missing
$654,343
69,611 shares
31 Mar 2023
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q2 2023

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
25
Shares
1,012,759
Rows available
25
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q2 2023 vs Q1 2023 Across Filers

Q1 2023 holders
28
Q2 2023 holders
25
Holder diff
-3
Investor Q1 2023 Shares Q2 2023 Shares Share Diff Share Chg % Q1 2023 value Q2 2023 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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