Boston Partners
UCB

Boston Partners’s United Community Banks UCB Stock Holding History

Boston Partners’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
Q2 		– Sell
-71,907
Closed -$1.32M – 711
2020
Q1 		$1.32M Sell
71,907
-13,733
-16% -$355K ﹤0.01% 477
2019
Q4 		$2.64M Sell
85,640
-125
-0.1% -$3.78K ﹤0.01% 441
2019
Q3 		$2.43M Sell
85,765
-35,268
-29% -$967K ﹤0.01% 458
2019
Q2 		$3.46M Sell
121,033
-1,135
-0.9% -$31K ﹤0.01% 450
2019
Q1 		$3.05M Buy
122,168
+27,868
+30% +$724K ﹤0.01% 477
2018
Q4 		$2.02M Sell
94,300
-23,500
-20% -$580K ﹤0.01% 550
2018
Q3 		$3.29M Sell
117,800
-9,640
-8% -$292K ﹤0.01% 534
2018
Q2 		$3.91M Sell
127,440
-43,270
-25% -$1.41M ﹤0.01% 517
2018
Q1 		$5.4M Buy
170,710
+1,330
+0.8% +$41.6K 0.01% 463
2017
Q4 		$4.77M Sell
169,380
-40,119
-19% -$1.12M 0.01% 512
2017
Q3 		$5.98M Sell
209,499
-155,180
-43% -$4.19M 0.01% 470
2017
Q2 		$10.1M Sell
364,679
-55,120
-13% -$1.49M 0.01% 386
2017
Q1 		$11.6M Sell
419,799
-40,450
-9% -$1.15M 0.01% 377
2016
Q4 		$13.6M Sell
460,249
-155,480
-25% -$3.89M 0.02% 377
2016
Q3 		$12.9M Sell
615,729
-15,810
-3% -$314K 0.02% 371
2016
Q2 		$11.6M Sell
631,539
-4,861
-0.8% -$93.9K 0.02% 364
2016
Q1 		$11.8M Sell
636,400
-83,340
-12% -$1.48M 0.02% 360
2015
Q4 		$14M Sell
719,740
-5,070
-0.7% -$103K 0.02% 352
2015
Q3 		$14.8M Sell
724,810
-158,550
-18% -$3.24M 0.02% 337
2015
Q2 		$18.4M Buy
883,360
+151,463
+21% +$2.91M 0.03% 321
2015
Q1 		$13.8M Buy
731,897
+68,610
+10% +$1.27M 0.02% 354
2014
Q4 		$12.6M Buy
663,287
+55,983
+9% +$987K 0.02% 370
2014
Q3 		$10M Sell
607,304
-2,470
-0.4% -$41.1K 0.02% 402
2014
Q2 		$9.98M Buy
609,774
+54,690
+10% +$917K 0.02% 394
2014
Q1 		$10.8M Sell
555,084
-251,620
-31% -$4.47M 0.02% 380
2013
Q4 		$14.3M Buy
806,704
+63,900
+9% +$1.06M 0.03% 337
2013
Q3 		$11.1M Buy
742,804
+71,350
+11% +$1.04M 0.03% 350
2013
Q2 		$8.34M Buy
+671,454
New +$7.62M 0.02% 374

Other funds holding UCB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Boston Partners's UCB Position: Q2 2020 in Review

Boston Partners sold out of United Community Banks (UCB) in Q2 2020, closing a stake of 71,907 shares — an estimated $1.32M sold.

Boston Partners first reported a position in UCB in Q2 2013 and held it in 28 quarters. The position peaked at $18.4M in Q2 2015. 197 funds tracked by Wall St. Rank hold UCB as of Q2 2020.

  • Boston Partners reported no remaining United Community Banks position as of Q2 2020 after selling out during the quarter.
  • Boston Partners sold 71,907 United Community Banks shares in Q2 2020, an estimated $1.32M.
  • Boston Partners first reported a position in United Community Banks in Q2 2013 and held it in 28 quarters.
  • Boston Partners's United Community Banks position peaked at $18.4M in Q2 2015.
  • 197 funds tracked by Wall St. Rank held United Community Banks as of Q2 2020.

Based on Boston Partners's 13F filing for Q2 2020, filed 12 Aug 2020.