BCM
UCB

BHZ Capital Management’s United Community Banks UCB Stock Holding History

BHZ Capital Management’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
2020
Q4 		– Sell
-55,721
Closed -$943K – 152
2020
Q3 		$943K Buy
+55,721
New +$1M 0.4% 70

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

BHZ Capital Management's UCB Position: Q4 2020 in Review

BHZ Capital Management sold out of United Community Banks (UCB) in Q4 2020, closing a stake of 55,721 shares — an estimated $943K sold.

BHZ Capital Management first reported a position in UCB in Q3 2020 and held it in 1 quarter. The position peaked at $943K in Q3 2020. 211 funds tracked by Wall St. Rank hold UCB as of Q4 2020.

  • BHZ Capital Management reported no remaining United Community Banks position as of Q4 2020 after selling out during the quarter.
  • BHZ Capital Management sold 55,721 United Community Banks shares in Q4 2020, an estimated $943K.
  • BHZ Capital Management first reported a position in United Community Banks in Q3 2020 and held it in 1 quarter.
  • BHZ Capital Management's United Community Banks position peaked at $943K in Q3 2020.
  • 211 funds tracked by Wall St. Rank held United Community Banks as of Q4 2020.

Based on BHZ Capital Management's 13F filing for Q4 2020, filed 10 Feb 2021.