AIM
UCB

Aigen Investment Management’s United Community Banks UCB Stock Holding History

Aigen Investment Management’s Portfolio UCB Stock Details UCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-12,617
Closed -$367K – 1031
2024
Q3 		$367K Sell
12,617
-99
-0.8% -$2.84K 0.07% 403
2024
Q2 		$324K Sell
12,716
-3,862
-23% -$98.6K 0.06% 452
2024
Q1 		$436K Sell
16,578
-20,152
-55% -$544K 0.1% 317
2023
Q4 		$1.07M Buy
36,730
+12,579
+52% +$321K 0.19% 141
2023
Q3 		$614K Buy
24,151
+6,626
+38% +$180K 0.12% 294
2023
Q2 		$438K Buy
+17,525
New +$435K 0.06% 386
2021
Q3 		– Sell
-16,144
Closed -$517K – 688
2021
Q2 		$517K Sell
16,144
-13,727
-46% -$462K 0.09% 228
2021
Q1 		$1.02M Sell
29,871
-7,239
-20% -$238K 0.14% 174
2020
Q4 		$1.05M Sell
37,110
-26,852
-42% -$634K 0.14% 190
2020
Q3 		$1.08M Buy
63,962
+47,565
+290% +$856K 0.14% 236
2020
Q2 		$330K Buy
16,397
+14,805
+930% +$284K 0.04% 590
2020
Q1 		$29K Sell
1,592
-1,664
-51% -$43K ﹤0.01% 1051
2019
Q4 		$101K Buy
+3,256
New +$98.4K 0.02% 680

Other funds holding UCB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Aigen Investment Management's UCB Position: Q4 2024 in Review

Aigen Investment Management sold out of United Community Banks (UCB) in Q4 2024, closing a stake of 12,617 shares — an estimated $367K sold.

Aigen Investment Management first reported a position in UCB in Q4 2019 and held it in 13 quarters. The position peaked at $1.08M in Q3 2020. 273 funds tracked by Wall St. Rank hold UCB as of Q4 2024.

  • Aigen Investment Management reported no remaining United Community Banks position as of Q4 2024 after selling out during the quarter.
  • Aigen Investment Management sold 12,617 United Community Banks shares in Q4 2024, an estimated $367K.
  • Aigen Investment Management first reported a position in United Community Banks in Q4 2019 and held it in 13 quarters.
  • Aigen Investment Management's United Community Banks position peaked at $1.08M in Q3 2020.
  • 273 funds tracked by Wall St. Rank held United Community Banks as of Q4 2024.

Based on Aigen Investment Management's 13F filing for Q4 2024, filed 6 Feb 2025.