Aristotle Capital Boston’s United Community Banks UCB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$12.8M	Sell	407,922 -64,374	-14%	-$2.12M	0.8%	59
2025 Q4	$14.7M	Sell	472,296 -49,358	-9%	-$1.52M	0.81%	55
2025 Q3	$16.4M	Sell	521,654 -8,736	-2%	-$276K	0.84%	52
2025 Q2	$15.8M	Sell	530,390 -40,423	-7%	-$1.12M	0.8%	47
2025 Q1	$16.1M	Sell	570,813 -129,322	-18%	-$4.04M	0.8%	49
2024 Q4	$22.6M	Sell	700,135 -74,038	-10%	-$2.3M	0.84%	49
2024 Q3	$22.5M	Buy	774,173 +866	+0.1%	+$24.9K	0.75%	52
2024 Q2	$19.7M	Sell	773,307 -59,129	-7%	-$1.51M	0.66%	62
2024 Q1	$21.9M	Sell	832,436 -20,667	-2%	-$558K	0.67%	63
2023 Q4	$25M	Sell	853,103 -37,981	-4%	-$970K	0.76%	58
2023 Q3	$22.6M	Sell	891,084 -8,714	-1%	-$236K	0.73%	56
2023 Q2	$22.5M	Buy	899,798 +19,753	+2%	+$490K	0.67%	61
2023 Q1	$24.7M	Buy	880,045 +6,529	+0.7%	+$206K	0.77%	55
2022 Q4	$29.5M	Sell	873,516 -23,013	-3%	-$835K	0.93%	44
2022 Q3	$29.7M	Sell	896,529 -78,181	-8%	-$2.6M	1%	35
2022 Q2	$29.4M	Buy	974,710 +333,010	+52%	+$10.2M	0.88%	43
2022 Q1	$22.3M	Sell	641,700 -14,113	-2%	-$520K	0.56%	79
2021 Q4	$23.6M	Buy	+655,813	New	+$22.9M	0.55%	78