Baird Financial Group
UCB

Baird Financial Group’s United Community Banks UCB Stock Holding History

Baird Financial 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
2023
Q3 		– Sell
-8,544
Closed -$214K – 1772
2023
Q2 		$214K Buy
8,544
+1,171
+16% +$29.1K ﹤0.01% 1600
2023
Q1 		$207K Buy
7,373
+430
+6% +$13.6K ﹤0.01% 1611
2022
Q4 		$235K Buy
6,943
+521
+8% +$18.9K ﹤0.01% 1553
2022
Q3 		$213K Sell
6,422
-10,506
-62% -$349K ﹤0.01% 1589
2022
Q2 		$511K Buy
+16,928
New +$521K ﹤0.01% 1337

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
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
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Baird Financial Group's UCB Position: Q3 2023 in Review

Baird Financial Group sold out of United Community Banks (UCB) in Q3 2023, closing a stake of 8,544 shares — an estimated $214K sold.

Baird Financial Group first reported a position in UCB in Q2 2022 and held it in 5 quarters. The position peaked at $511K in Q2 2022. 235 funds tracked by Wall St. Rank hold UCB as of Q3 2023.

  • Baird Financial Group reported no remaining United Community Banks position as of Q3 2023 after selling out during the quarter.
  • Baird Financial Group sold 8,544 United Community Banks shares in Q3 2023, an estimated $214K.
  • Baird Financial Group first reported a position in United Community Banks in Q2 2022 and held it in 5 quarters.
  • Baird Financial Group's United Community Banks position peaked at $511K in Q2 2022.
  • 235 funds tracked by Wall St. Rank held United Community Banks as of Q3 2023.

Based on Baird Financial Group's 13F filing for Q3 2023, filed 13 Nov 2023.