Barrow, Hanley, Mewhinney & Strauss
UCB

Barrow, Hanley, Mewhinney & Strauss’s United Community Banks UCB Stock Holding History

Barrow, Hanley, Mewhinney & Strauss’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
2019
Q3 		– Sell
-34,017
Closed -$971K – 356
2019
Q2 		$971K Buy
34,017
+2,097
+7% +$57.3K ﹤0.01% 260
2019
Q1 		$796K Buy
31,920
+1,362
+4% +$35.4K ﹤0.01% 287
2018
Q4 		$656K Buy
+30,558
New +$754K ﹤0.01% 295

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
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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss's UCB Position: Q3 2019 in Review

Barrow, Hanley, Mewhinney & Strauss sold out of United Community Banks (UCB) in Q3 2019, closing a stake of 34,017 shares — an estimated $971K sold.

Barrow, Hanley, Mewhinney & Strauss first reported a position in UCB in Q4 2018 and held it in 3 quarters. The position peaked at $971K in Q2 2019. 216 funds tracked by Wall St. Rank hold UCB as of Q3 2019.

  • Barrow, Hanley, Mewhinney & Strauss reported no remaining United Community Banks position as of Q3 2019 after selling out during the quarter.
  • Barrow, Hanley, Mewhinney & Strauss sold 34,017 United Community Banks shares in Q3 2019, an estimated $971K.
  • Barrow, Hanley, Mewhinney & Strauss first reported a position in United Community Banks in Q4 2018 and held it in 3 quarters.
  • Barrow, Hanley, Mewhinney & Strauss's United Community Banks position peaked at $971K in Q2 2019.
  • 216 funds tracked by Wall St. Rank held United Community Banks as of Q3 2019.

Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q3 2019, filed 14 Nov 2019.