CI Investments Inc
UCB

CI Investments Inc’s United Community Banks UCB Stock Holding History

CI Investments Inc’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 		– Sell
-795
Closed -$20K – 1340
2023
Q3 		$20K Sell
795
-7
-0.9% -$190 ﹤0.01% 1101
2023
Q2 		$20K Sell
802
-43
-5% -$1.07K ﹤0.01% 1093
2023
Q1 		$24K Buy
845
+67
+9% +$2.12K ﹤0.01% 1041
2022
Q4 		$26K Buy
+778
New +$28.2K ﹤0.01% 1051

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

CI Investments Inc's UCB Position: Q4 2023 in Review

CI Investments Inc sold out of United Community Banks (UCB) in Q4 2023, closing a stake of 795 shares — an estimated $20K sold.

CI Investments Inc first reported a position in UCB in Q4 2022 and held it in 4 quarters. The position peaked at $26K in Q4 2022. 254 funds tracked by Wall St. Rank hold UCB as of Q4 2023.

  • CI Investments Inc reported no remaining United Community Banks position as of Q4 2023 after selling out during the quarter.
  • CI Investments Inc sold 795 United Community Banks shares in Q4 2023, an estimated $20K.
  • CI Investments Inc first reported a position in United Community Banks in Q4 2022 and held it in 4 quarters.
  • CI Investments Inc's United Community Banks position peaked at $26K in Q4 2022.
  • 254 funds tracked by Wall St. Rank held United Community Banks as of Q4 2023.

Based on CI Investments Inc's 13F filing for Q4 2023, filed 12 Feb 2024.