Vault-13

United Overseas Bank Ltd UOVEY

ADR · ADR · CUSIP 911271302

10 institutional holders +1 vs Q4 2023
200,400200.4k shares reported held*
$8.7mreported value*
2 new 3 added 2 reduced 1 sold out net bought ≈ $113.4k (+2.6k 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 ≈ $43.52.

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

051015Q3 22: 10Q4 22: 12Q1 23: 12Q2 23: 15Q3 23: 12Q4 23: 9Q1 24: 1010Q3 22Q1 23Q3 23Q1 24
Numbers
QuarterHolders
Q3 202210
Q4 202212
Q1 202312
Q2 202315
Q3 202312
Q4 20239
Q1 202410

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 23Q1 24: 5 bought or addedQ1 24: 3 cut or sold outQ1 24
Numbers
QuarterBought or addedCut or sold out
Q4 202235
Q1 202356
Q2 202384
Q3 202378
Q4 202317
Q1 202453

Biggest buyers

RHUMBLINE ADVISERS Added +2,246+2.2k
MITCHELL CAPITAL MANAGEMENT CO Added +958+958
Front Row Advisors LLC New +445+445
GAMMA Investing LLC Added +258+258
RICHARDSON FINANCIAL SERVICES INC. New +00

Biggest sellers

RENAISSANCE GROUP LLC Reduced -991-991
PNC Financial Services Group, Inc. Reduced -255-255
First Horizon Advisors, Inc. Sold out -59-59

Holders, Q1 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 RENAISSANCE GROUP LLC 0.23% of their portfolio Covington, KY 137,327137.3k $6.0m $6.0m 0.23% Reduced -991 -991
2 MITCHELL CAPITAL MANAGEMENT CO 0.19% of their portfolio LEAWOOD, KS 23,00523.0k $1.0m $1.0m 0.19% Added +958 +958
3 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 22,04522.0k $961.2k $961.2k 0.00% Added +2.2k +2,246
4 YOUSIF CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BLOOMFIELD HILLS, MI 13,88613.9k $605.4k $605.4k 0.01% Unchanged
5 PARADIGM ASSET MANAGEMENT CO LLC 0.02% of their portfolio NEW YORK, NY 1,6261.6k $70.9k $70.9k 0.02% Unchanged
6 GAMMA Investing LLC 0.01% of their portfolio FOSTER CITY, CA 1,0981.1k $47.9k $47.9k 0.01% Added +258 +258
7 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 959959 $41.8k $41.8k 0.00% Reduced -255 -255
8 Front Row Advisors LLC 0.01% of their portfolio TIBURON, CA 445445 $19.4k $19.4k 0.01% New
9 Operose Advisors LLC 0.00% of their portfolio MILWAUKEE, WI 99 $391 $391 0.00% Unchanged
10 RICHARDSON FINANCIAL SERVICES INC. 0.00% of their portfolio MEDWAY, MA 00 $698 $698 0.00% New