Vault-13

United Overseas Bank Ltd UOVEY

ADR · ADR · CUSIP 911271302

9 institutional holders -3 vs Q3 2023
197,798197.8k shares reported held*
$8.5mreported value*
0 new 1 added 3 reduced 4 sold out net sold ≈ $4.2m (-98.1k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $43.20.

Trends to Q4 2023

Institutional holders

Managers reporting a position, each quarter

051015Q3 22: 10Q4 22: 12Q1 23: 12Q2 23: 15Q3 23: 12Q4 23: 99Q3 22Q4 22Q1 23Q2 23Q3 23Q4 23
Numbers
QuarterHolders
Q3 202210
Q4 202212
Q1 202312
Q2 202315
Q3 202312
Q4 20239

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
10010Q4 22: 3 bought or addedQ4 22: 5 cut or sold outQ4 22Q1 23: 5 bought or addedQ1 23: 6 cut or sold outQ1 23Q2 23: 8 bought or addedQ2 23: 4 cut or sold outQ2 23Q3 23: 7 bought or addedQ3 23: 8 cut or sold outQ3 23Q4 23: 1 bought or addedQ4 23: 7 cut or sold outQ4 23
Numbers
QuarterBought or addedCut or sold out
Q4 202235
Q1 202356
Q2 202384
Q3 202378
Q4 202317

Biggest buyers

PNC Financial Services Group, Inc. Added +36+36

Biggest sellers

MERITAGE PORTFOLIO MANAGEMENT Sold out -91,417-91.4k
RENAISSANCE GROUP LLC Reduced -3,736-3.7k
MITCHELL CAPITAL MANAGEMENT CO Reduced -1,657-1.7k
Russell Investments Group, Ltd. Sold out -694-694
Front Row Advisors LLC Sold out -528-528
Cornerstone Planning Group LLC Sold out -45-45
RHUMBLINE ADVISERS Reduced -13-13

Holders, Q4 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 RENAISSANCE GROUP LLC 0.25% of their portfolio Covington, KY 138,318138.3k $6.0m $6.0m 0.25% Reduced -3.7k -3,736
2 MITCHELL CAPITAL MANAGEMENT CO 0.20% of their portfolio LEAWOOD, KS 22,04722.0k $954.2k $954.2k 0.20% Reduced -1.7k -1,657
3 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 19,79919.8k $856.9k $856.9k 0.00% Reduced -13 -13
4 YOUSIF CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BLOOMFIELD HILLS, MI 13,88613.9k $599.0k $599.0k 0.01% Unchanged
5 PARADIGM ASSET MANAGEMENT CO LLC 0.02% of their portfolio NEW YORK, NY 1,6261.6k $70.4k $70.4k 0.02% Unchanged
6 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 1,2141.2k $52.5k $52.5k 0.00% Added +36 +36
7 GAMMA Investing LLC 0.01% of their portfolio FOSTER CITY, CA 840840 $35.5k $35.5k 0.01% First filing
8 First Horizon Advisors, Inc. 0.00% of their portfolio MEMPHIS, TN 5959 $2.6k $2.6k 0.00% Unchanged
9 Operose Advisors LLC 0.00% of their portfolio MILWAUKEE, WI 99 $390 $390 0.00% Unchanged