Chicago Equity Partners’s United Community Banks UCB Stock Holding History

Chicago Equity 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 Q1	$192K	Sell	10,480 -20,635	-66%	-$533K	0.02%	603
2019 Q4	$961K	Sell	31,115 -10,210	-25%	-$308K	0.06%	461
2019 Q3	$1.17M	Sell	41,325 -15,385	-27%	-$422K	0.06%	453
2019 Q2	$1.62M	Buy	+56,710	New	+$1.55M	0.07%	385
2014 Q1	–	Sell	-18,950	Closed	-$336K	–	494
2013 Q4	$336K	Sell	18,950 -6,725	-26%	-$111K	0.01%	346
2013 Q3	$384K	Buy	+25,675	New	+$373K	0.01%	358

Other funds holding UCB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Chicago Equity Partners's UCB Position: Q1 2020 in Review

Chicago Equity Partners reduced its United Community Banks (UCB) stake by 66% in Q1 2020, selling an estimated $533K and leaving 10,480 shares worth $192K. The position accounts for 0.02% of the portfolio, ranked #603.

Chicago Equity Partners first reported a position in UCB in Q3 2013 and has held it in 6 quarters since. The position peaked at $1.62M in Q2 2019. 191 funds tracked by Wall St. Rank hold UCB as of Q1 2020.

Chicago Equity Partners held 10,480 shares of United Community Banks worth $192K as of Q1 2020.
Chicago Equity Partners sold 20,635 United Community Banks shares in Q1 2020, an estimated $533K.
United Community Banks made up 0.02% of Chicago Equity Partners's portfolio in Q1 2020, its #603 holding.
Chicago Equity Partners first reported a position in United Community Banks in Q3 2013 and has held it in 6 quarters since.
Chicago Equity Partners's United Community Banks position peaked at $1.62M in Q2 2019.
191 funds tracked by Wall St. Rank held United Community Banks as of Q1 2020.

Based on Chicago Equity Partners's 13F filing for Q1 2020, filed 6 May 2020.