CT
UCB

Cambridge Trust’s United Community Banks UCB Stock Holding History

Cambridge Trust’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
2022
Q1 		– Sell
-590
Closed -$21K – 1201
2021
Q4 		$21K Buy
+590
New +$20.6K ﹤0.01% 682

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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cambridge Trust's UCB Position: Q1 2022 in Review

Cambridge Trust sold out of United Community Banks (UCB) in Q1 2022, closing a stake of 590 shares — an estimated $21K sold.

Cambridge Trust first reported a position in UCB in Q4 2021 and held it in 1 quarter. The position peaked at $21K in Q4 2021. 256 funds tracked by Wall St. Rank hold UCB as of Q1 2022.

  • Cambridge Trust reported no remaining United Community Banks position as of Q1 2022 after selling out during the quarter.
  • Cambridge Trust sold 590 United Community Banks shares in Q1 2022, an estimated $21K.
  • Cambridge Trust first reported a position in United Community Banks in Q4 2021 and held it in 1 quarter.
  • Cambridge Trust's United Community Banks position peaked at $21K in Q4 2021.
  • 256 funds tracked by Wall St. Rank held United Community Banks as of Q1 2022.

Based on Cambridge Trust's 13F filing for Q1 2022, filed 12 May 2022.