BCMLT
UCB

Beacon Capital Management LLC (Tennessee)’s United Community Banks UCB Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
2024
Q4 		– Sell
-70
Closed -$2.04K – 1220
2024
Q3 		$2.04K Buy
+70
New +$2.01K ﹤0.01% 998
2024
Q2 		– Sell
-1,033
Closed -$27.2K – 1109
2024
Q1 		$27.2K Hold
1,033
– – 0.01% 400
2023
Q4 		$26.2K Hold
1,033
– – 0.01% 336
2023
Q3 		$25.8K Hold
1,033
– – 0.01% 368
2023
Q2 		$25.8K Buy
+1,033
New +$25.6K 0.01% 368

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s UCB Position: Q4 2024 in Review

Beacon Capital Management LLC (Tennessee) sold out of United Community Banks (UCB) in Q4 2024, closing a stake of 70 shares — an estimated $2.04K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in UCB in Q2 2023 and held it in 5 quarters. The position peaked at $27.2K in Q1 2024. 273 funds tracked by Wall St. Rank hold UCB as of Q4 2024.

  • Beacon Capital Management LLC (Tennessee) reported no remaining United Community Banks position as of Q4 2024 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 70 United Community Banks shares in Q4 2024, an estimated $2.04K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in United Community Banks in Q2 2023 and held it in 5 quarters.
  • Beacon Capital Management LLC (Tennessee)'s United Community Banks position peaked at $27.2K in Q1 2024.
  • 273 funds tracked by Wall St. Rank held United Community Banks as of Q4 2024.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q4 2024, filed 30 Jan 2025.