Arlington Partners’s United Community Banks UCB Stock Holding History

Arlington Partners’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
2023 Q3	–	Sell	-18	Closed	-$450	–	604
2023 Q2	$450	Hold	18	–	–	﹤0.01%	594
2023 Q1	$506	Hold	18	–	–	﹤0.01%	554
2022 Q4	$608	Hold	18	–	–	﹤0.01%	411
2022 Q3	$1K	Hold	18	–	–	﹤0.01%	362
2022 Q2	$1K	Hold	18	–	–	﹤0.01%	468
2022 Q1	$1K	Hold	18	–	–	﹤0.01%	449
2021 Q4	$1K	Sell	18 -21	-54%	-$734	﹤0.01%	669
2021 Q3	$1K	Hold	39	–	–	﹤0.01%	370
2021 Q2	$1K	Hold	39	–	–	﹤0.01%	320
2021 Q1	$1K	Hold	39	–	–	﹤0.01%	386
2020 Q4	$1K	Hold	39	–	–	﹤0.01%	223
2020 Q3	$1K	Hold	39	–	–	﹤0.01%	137
2020 Q2	$1K	Hold	39	–	–	﹤0.01%	163
2020 Q1	$1K	Hold	39	–	–	﹤0.01%	308
2019 Q4	$1K	Hold	39	–	–	﹤0.01%	261
2019 Q3	$1K	Buy	39 +18	+86%	+$494	﹤0.01%	173
2019 Q2	$1K	Hold	21	–	–	﹤0.01%	212
2019 Q1	$1K	Hold	21	–	–	﹤0.01%	194
2018 Q4	$0	Hold	21	–	–	﹤0.01%	261
2018 Q3	$1K	Hold	21	–	–	﹤0.01%	210
2018 Q2	$1K	Hold	21	–	–	﹤0.01%	133
2018 Q1	$1K	Hold	21	–	–	﹤0.01%	136
2017 Q4	$1K	Buy	+21	New	+$586	﹤0.01%	89

Other funds holding UCB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Arlington Partners's UCB Position: Q3 2023 in Review

Arlington Partners sold out of United Community Banks (UCB) in Q3 2023, closing a stake of 18 shares — an estimated $450 sold.

Arlington Partners first reported a position in UCB in Q4 2017 and held it in 23 quarters. The position peaked at $1K in Q3 2022. 235 funds tracked by Wall St. Rank hold UCB as of Q3 2023.

Arlington Partners reported no remaining United Community Banks position as of Q3 2023 after selling out during the quarter.
Arlington Partners sold 18 United Community Banks shares in Q3 2023, an estimated $450.
Arlington Partners first reported a position in United Community Banks in Q4 2017 and held it in 23 quarters.
Arlington Partners's United Community Banks position peaked at $1K in Q3 2022.
235 funds tracked by Wall St. Rank held United Community Banks as of Q3 2023.

Based on Arlington Partners's 13F filing for Q3 2023, filed 24 Oct 2023.