AL
UCB

AJO LP’s United Community Banks UCB Stock Holding History

AJO LP’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
2020
Q2 		– Sell
-9,194
Closed -$168K – 836
2020
Q1 		$168K Buy
+9,194
New +$237K ﹤0.01% 578
2019
Q3 		– Sell
-131,123
Closed -$3.75M – 723
2019
Q2 		$3.75M Buy
131,123
+59,589
+83% +$1.63M 0.02% 340
2019
Q1 		$1.78M Buy
+71,534
New +$1.86M 0.01% 467
2018
Q3 		– Sell
-353,038
Closed -$10.8M – 735
2018
Q2 		$10.8M Buy
+353,038
New +$11.5M 0.05% 229
2017
Q3 		– Sell
-478,901
Closed -$13.3M – 628
2017
Q2 		$13.3M Buy
478,901
+232,813
+95% +$6.3M 0.06% 197
2017
Q1 		$6.81M Buy
+246,088
New +$7M 0.03% 260
2015
Q4 		– Sell
-669,430
Closed -$13.7M – 565
2015
Q3 		$13.7M Sell
669,430
-127,660
-16% -$2.61M 0.06% 206
2015
Q2 		$16.6M Buy
797,090
+402,790
+102% +$7.74M 0.07% 187
2015
Q1 		$7.44M Buy
+394,300
New +$7.28M 0.03% 255
2014
Q2 		– Sell
-560,200
Closed -$10.9M – 483
2014
Q1 		$10.9M Sell
560,200
-88,900
-14% -$1.58M 0.05% 197
2013
Q4 		$11.5M Buy
649,100
+636,700
+5,135% +$10.5M 0.05% 200
2013
Q3 		$186K Buy
+12,400
New +$180K ﹤0.01% 479

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

AJO LP's UCB Position: Q2 2020 in Review

AJO LP sold out of United Community Banks (UCB) in Q2 2020, closing a stake of 9,194 shares — an estimated $168K sold.

AJO LP first reported a position in UCB in Q3 2013 and held it in 12 quarters. The position peaked at $16.6M in Q2 2015. 197 funds tracked by Wall St. Rank hold UCB as of Q2 2020.

  • AJO LP reported no remaining United Community Banks position as of Q2 2020 after selling out during the quarter.
  • AJO LP sold 9,194 United Community Banks shares in Q2 2020, an estimated $168K.
  • AJO LP first reported a position in United Community Banks in Q3 2013 and held it in 12 quarters.
  • AJO LP's United Community Banks position peaked at $16.6M in Q2 2015.
  • 197 funds tracked by Wall St. Rank held United Community Banks as of Q2 2020.

Based on AJO LP's 13F filing for Q2 2020, filed 12 Aug 2020.