BPM
UCB

Bowling Portfolio Management’s United Community Banks UCB Stock Holding History

Bowling Portfolio 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
Q1 		– Sell
-34,022
Closed -$1.05M – 400
2019
Q4 		$1.05M Buy
+34,022
New +$1.03M 0.18% 184
2017
Q3 		– Sell
-20,661
Closed -$574K – 423
2017
Q2 		$574K Buy
+20,661
New +$559K 0.08% 287

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bowling Portfolio Management's UCB Position: Q1 2020 in Review

Bowling Portfolio Management sold out of United Community Banks (UCB) in Q1 2020, closing a stake of 34,022 shares — an estimated $1.05M sold.

Bowling Portfolio Management first reported a position in UCB in Q2 2017 and held it in 2 quarters. The position peaked at $1.05M in Q4 2019. 191 funds tracked by Wall St. Rank hold UCB as of Q1 2020.

  • Bowling Portfolio Management reported no remaining United Community Banks position as of Q1 2020 after selling out during the quarter.
  • Bowling Portfolio Management sold 34,022 United Community Banks shares in Q1 2020, an estimated $1.05M.
  • Bowling Portfolio Management first reported a position in United Community Banks in Q2 2017 and held it in 2 quarters.
  • Bowling Portfolio Management's United Community Banks position peaked at $1.05M in Q4 2019.
  • 191 funds tracked by Wall St. Rank held United Community Banks as of Q1 2020.

Based on Bowling Portfolio Management's 13F filing for Q1 2020, filed 5 May 2020.