Axiom Investors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-53,555
| Closed | -$1.51M | – | 148 |
|
|
2023
Q1 | $1.51M | Sell |
53,555
-196,580
| -79% | -$6.21M | 0.02% | 112 |
|
|
2022
Q4 | $8.45M | Buy |
250,135
+37,505
| +18% | +$1.36M | 0.17% | 72 |
|
|
2022
Q3 | $7.04M | Buy |
212,630
+55,510
| +35% | +$1.85M | 0.15% | 76 |
|
|
2022
Q2 | $4.74M | Sell |
157,120
-81,685
| -34% | -$2.51M | 0.14% | 80 |
|
|
2022
Q1 | $8.31M | Sell |
238,805
-22,940
| -9% | -$845K | 0.2% | 59 |
|
|
2021
Q4 | $9.41M | Buy |
261,745
+7,280
| +3% | +$254K | 0.17% | 67 |
|
|
2021
Q3 | $8.35M | Buy |
254,465
+142,195
| +127% | +$4.26M | 0.14% | 73 |
|
|
2021
Q2 | $3.59M | Sell |
112,270
-57,685
| -34% | -$1.94M | 0.06% | 103 |
|
|
2021
Q1 | $5.8M | Buy |
169,955
+41,260
| +32% | +$1.36M | 0.1% | 86 |
|
|
2020
Q4 | $3.66M | Buy |
128,695
+86,351
| +204% | +$2.04M | 0.06% | 98 |
|
|
2020
Q3 | $717K | Sell |
42,344
-28,456
| -40% | -$512K | 0.01% | 105 |
|
|
2020
Q2 | $1.42M | Sell |
70,800
-69,540
| -50% | -$1.33M | 0.03% | 101 |
|
|
2020
Q1 | $2.57M | Sell |
140,340
-60,270
| -30% | -$1.56M | 0.07% | 84 |
|
|
2019
Q4 | $6.2M | Buy |
200,610
+61,260
| +44% | +$1.85M | 0.14% | 67 |
|
|
2019
Q3 | $3.95M | Buy |
139,350
+35,795
| +35% | +$982K | 0.11% | 79 |
|
|
2019
Q2 | $2.96M | Sell |
103,555
-11,015
| -10% | -$301K | 0.08% | 83 |
|
|
2019
Q1 | $2.86M | Buy |
114,570
+1,125
| +1% | +$29.2K | 0.09% | 86 |
|
|
2018
Q4 | $2.44M | Sell |
113,445
-37,260
| -25% | -$920K | 0.08% | 100 |
|
|
2018
Q3 | $4.2M | Sell |
150,705
-40,225
| -21% | -$1.22M | 0.12% | 90 |
|
|
2018
Q2 | $5.86M | Sell |
190,930
-65,520
| -26% | -$2.13M | 0.18% | 72 |
|
|
2018
Q1 | $8.12M | Sell |
256,450
-11,943
| -4% | -$374K | 0.2% | 70 |
|
|
2017
Q4 | $7.55M | Buy |
268,393
+16,060
| +6% | +$448K | 0.19% | 66 |
|
|
2017
Q3 | $7.2M | Buy |
252,333
+18,333
| +8% | +$495K | 0.16% | 83 |
|
|
2017
Q2 | $6.5M | Sell |
234,000
-6,362
| -3% | -$172K | 0.16% | 81 |
|
|
2017
Q1 | $6.66M | Sell |
240,362
-64,512
| -21% | -$1.84M | 0.17% | 70 |
|
|
2016
Q4 | $9.03M | Buy |
304,874
+192,246
| +171% | +$4.82M | 0.26% | 60 |
|
|
2016
Q3 | $2.37M | Sell |
112,628
-140,663
| -56% | -$2.79M | 0.07% | 76 |
|
|
2016
Q2 | $4.63M | Buy |
253,291
+2,548
| +1% | +$49.2K | 0.13% | 73 |
|
|
2016
Q1 | $4.63M | Buy |
250,743
+10,545
| +4% | +$187K | 0.14% | 68 |
|
|
2015
Q4 | $4.68M | Buy |
240,198
+126,228
| +111% | +$2.56M | 0.15% | 63 |
|
|
2015
Q3 | $2.33M | Sell |
113,970
-90,610
| -44% | -$1.85M | 0.07% | 76 |
|
|
2015
Q2 | $4.27M | Buy |
204,580
+91,037
| +80% | +$1.75M | 0.12% | 78 |
|
|
2015
Q1 | $2.14M | Sell |
113,543
-14,417
| -11% | -$266K | 0.06% | 109 |
|
|
2014
Q4 | $2.42M | Buy |
127,960
+24,890
| +24% | +$439K | 0.06% | 104 |
|
|
2014
Q3 | $1.7M | Sell |
103,070
-3,530
| -3% | -$58.7K | 0.04% | 113 |
|
|
2014
Q2 | $1.75M | Buy |
106,600
+15,400
| +17% | +$258K | 0.04% | 118 |
|
|
2014
Q1 | $1.77M | Buy |
+91,200
| New | +$1.62M | 0.04% | 116 |
|
Other funds holding UCB
SCM
Axiom Investors's UCB Position: Q2 2023 in Review
Axiom Investors sold out of United Community Banks (UCB) in Q2 2023, closing a stake of 53,555 shares — an estimated $1.51M sold.
Axiom Investors first reported a position in UCB in Q1 2014 and held it in 37 quarters. The position peaked at $9.41M in Q4 2021. 242 funds tracked by Wall St. Rank hold UCB as of Q2 2023.
- Axiom Investors reported no remaining United Community Banks position as of Q2 2023 after selling out during the quarter.
- Axiom Investors sold 53,555 United Community Banks shares in Q2 2023, an estimated $1.51M.
- Axiom Investors first reported a position in United Community Banks in Q1 2014 and held it in 37 quarters.
- Axiom Investors's United Community Banks position peaked at $9.41M in Q4 2021.
- 242 funds tracked by Wall St. Rank held United Community Banks as of Q2 2023.
Based on Axiom Investors's 13F filing for Q2 2023, filed 10 Aug 2023.