BGAI
UCB

Bruce G. Allen Investments’s United Community Banks UCB Stock Holding History

Bruce G. Allen Investments’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
2024
Q1 		– Sell
-109
Closed -$3.19K – 1045
2023
Q4 		$3.19K Buy
+109
New +$2.78K ﹤0.01% 666

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Bruce G. Allen Investments's UCB Position: Q1 2024 in Review

Bruce G. Allen Investments sold out of United Community Banks (UCB) in Q1 2024, closing a stake of 109 shares — an estimated $3.19K sold.

Bruce G. Allen Investments first reported a position in UCB in Q4 2023 and held it in 1 quarter. The position peaked at $3.19K in Q4 2023. 270 funds tracked by Wall St. Rank hold UCB as of Q1 2024.

  • Bruce G. Allen Investments reported no remaining United Community Banks position as of Q1 2024 after selling out during the quarter.
  • Bruce G. Allen Investments sold 109 United Community Banks shares in Q1 2024, an estimated $3.19K.
  • Bruce G. Allen Investments first reported a position in United Community Banks in Q4 2023 and held it in 1 quarter.
  • Bruce G. Allen Investments's United Community Banks position peaked at $3.19K in Q4 2023.
  • 270 funds tracked by Wall St. Rank held United Community Banks as of Q1 2024.

Based on Bruce G. Allen Investments's 13F filing for Q1 2024, filed 10 Apr 2024.