Cipher Capital’s United Community Banks UCB Stock Holding History

Cipher Capital’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 Q1	–	Sell	-13,963	Closed	-$472K	–	698
2022 Q4	$472K	Buy	+13,963	New	+$507K	0.09%	295
2022 Q3	–	Sell	-8,414	Closed	-$254K	–	632
2022 Q2	$254K	Buy	+8,414	New	+$259K	0.06%	319
2018 Q3	–	Sell	-7,526	Closed	-$231K	–	642
2018 Q2	$231K	Sell	7,526 -3,635	-33%	-$118K	0.05%	414
2018 Q1	$353K	Sell	11,161 -65,571	-85%	-$2.05M	0.04%	450
2017 Q4	$2.16M	Sell	76,732 -66,498	-46%	-$1.86M	0.17%	211
2017 Q3	$4.09M	Sell	143,230 -13,907	-9%	-$376K	0.31%	100
2017 Q2	$4.37M	Sell	157,137 -1,054	-0.7%	-$28.5K	0.34%	78
2017 Q1	$4.38M	Buy	158,191 +76,202	+93%	+$2.17M	0.33%	88
2016 Q4	$2.43M	Buy	81,989 +30,358	+59%	+$760K	0.16%	239
2016 Q3	$1.08M	Sell	51,631 -20,186	-28%	-$400K	0.07%	435
2016 Q2	$1.31M	Buy	+71,817	New	+$1.39M	0.09%	359
2014 Q2	–	Sell	-10,922	Closed	-$212K	–	529
2014 Q1	$212K	Buy	+10,922	New	+$194K	0.09%	350

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cipher Capital's UCB Position: Q1 2023 in Review

Cipher Capital sold out of United Community Banks (UCB) in Q1 2023, closing a stake of 13,963 shares — an estimated $472K sold.

Cipher Capital first reported a position in UCB in Q1 2014 and held it in 12 quarters. The position peaked at $4.38M in Q1 2017. 249 funds tracked by Wall St. Rank hold UCB as of Q1 2023.

Cipher Capital reported no remaining United Community Banks position as of Q1 2023 after selling out during the quarter.
Cipher Capital sold 13,963 United Community Banks shares in Q1 2023, an estimated $472K.
Cipher Capital first reported a position in United Community Banks in Q1 2014 and held it in 12 quarters.
Cipher Capital's United Community Banks position peaked at $4.38M in Q1 2017.
249 funds tracked by Wall St. Rank held United Community Banks as of Q1 2023.

Based on Cipher Capital's 13F filing for Q1 2023, filed 15 May 2023.