BCA
UCB

Berman Capital Advisors’s United Community Banks UCB Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$2K Buy
+67
New +$2.01K ﹤0.01% 1758
2019
Q1 		– Sell
-44
Closed – – 1501
2018
Q4 		$0 Buy
+44
New +$1.09K ﹤0.01% 1277

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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Berman Capital Advisors's UCB Position: Q3 2021 in Review

Berman Capital Advisors opened a new position in United Community Banks (UCB) in Q3 2021: 67 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1758 among its holdings. This is a return to the name: Berman Capital Advisors previously reported a position in UCB as recently as Q4 2018.

Berman Capital Advisors first reported a position in UCB in Q4 2018 and has held it in 2 quarters since. 218 funds tracked by Wall St. Rank hold UCB as of Q3 2021.

  • Berman Capital Advisors held 67 shares of United Community Banks worth $2K as of Q3 2021.
  • United Community Banks was a new Berman Capital Advisors position in Q3 2021.
  • United Community Banks made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1758 holding.
  • Berman Capital Advisors first reported a position in United Community Banks in Q4 2018 and has held it in 2 quarters since.
  • 218 funds tracked by Wall St. Rank held United Community Banks as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.