B
UCB

Bridgeworth’s United Community Banks UCB Stock Holding History

Bridgeworth’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
2023
Q4 		$594K Sell
20,296
-9,240
-31% -$236K 0.06% 98
2023
Q3 		$751K Buy
29,536
+385
+1% +$10.4K 0.08% 81
2023
Q2 		$728K Buy
29,151
+13,475
+86% +$334K 0.08% 84
2023
Q1 		$441K Buy
+15,676
New +$495K 0.06% 104

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
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
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bridgeworth's UCB Position: Q4 2023 in Review

Bridgeworth reduced its United Community Banks (UCB) stake by 31% in Q4 2023, selling an estimated $236K and leaving 20,296 shares worth $594K. The position accounts for 0.06% of the portfolio, ranked #98.

Bridgeworth first reported a position in UCB in Q1 2023 and has held it in 4 quarters since. The position peaked at $751K in Q3 2023. 254 funds tracked by Wall St. Rank hold UCB as of Q4 2023.

  • Bridgeworth held 20,296 shares of United Community Banks worth $594K as of Q4 2023.
  • Bridgeworth sold 9,240 United Community Banks shares in Q4 2023, an estimated $236K.
  • United Community Banks made up 0.06% of Bridgeworth's portfolio in Q4 2023, its #98 holding.
  • Bridgeworth first reported a position in United Community Banks in Q1 2023 and has held it in 4 quarters since.
  • Bridgeworth's United Community Banks position peaked at $751K in Q3 2023.
  • 254 funds tracked by Wall St. Rank held United Community Banks as of Q4 2023.

Based on Bridgeworth's 13F filing for Q4 2023, filed 26 Jan 2024.