AG
UCB

Aperio Group’s United Community Banks UCB Stock Holding History

Aperio Group’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
Q4 		$890K Buy
31,296
+944
+3% +$22.3K ﹤0.01% 1660
2020
Q3 		$514K Buy
30,352
+5,348
+21% +$96.3K ﹤0.01% 1798
2020
Q2 		$503K Sell
25,004
-1,685
-6% -$32.3K ﹤0.01% 1781
2020
Q1 		$489K Buy
26,689
+2,298
+9% +$59.3K ﹤0.01% 1661
2019
Q4 		$753K Buy
24,391
+251
+1% +$7.58K ﹤0.01% 1595
2019
Q3 		$684K Buy
24,140
+1,422
+6% +$39K ﹤0.01% 1589
2019
Q2 		$649K Buy
22,718
+3,034
+15% +$82.8K ﹤0.01% 1637
2019
Q1 		$491K Sell
19,684
-797
-4% -$20.7K ﹤0.01% 1764
2018
Q4 		$440K Buy
20,481
+6,000
+41% +$148K ﹤0.01% 1757
2018
Q3 		$404K Sell
14,481
-932
-6% -$28.2K ﹤0.01% 1881
2018
Q2 		$473K Buy
15,413
+342
+2% +$11.1K ﹤0.01% 1772
2018
Q1 		$477K Buy
15,071
+738
+5% +$23.1K ﹤0.01% 1708
2017
Q4 		$403K Buy
14,333
+766
+6% +$21.4K ﹤0.01% 1810
2017
Q3 		$387K Sell
13,567
-1,345
-9% -$36.3K ﹤0.01% 1793
2017
Q2 		$415K Buy
14,912
+4,256
+40% +$115K ﹤0.01% 1734
2017
Q1 		$295K Buy
10,656
+1,514
+17% +$43.1K ﹤0.01% 1831
2016
Q4 		$271K Buy
+9,142
New +$229K ﹤0.01% 1840

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Aperio Group's UCB Position: Q4 2020 in Review

Aperio Group increased its United Community Banks (UCB) stake by 3.1% in Q4 2020, buying an estimated $22.3K and bringing the position to 31,296 shares worth $890K. The position accounts for ﹤0.01% of the portfolio, ranked #1660.

Aperio Group first reported a position in UCB in Q4 2016 and has held it in 17 quarters since. 211 funds tracked by Wall St. Rank hold UCB as of Q4 2020.

  • Aperio Group held 31,296 shares of United Community Banks worth $890K as of Q4 2020.
  • Aperio Group bought 944 United Community Banks shares in Q4 2020, an estimated $22.3K.
  • United Community Banks made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1660 holding.
  • Aperio Group first reported a position in United Community Banks in Q4 2016 and has held it in 17 quarters since.
  • 211 funds tracked by Wall St. Rank held United Community Banks as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.