Claris Advisors’s United Community Banks UCB Stock Holding History

Claris Advisors’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 Q4	–	Sell	-6	Closed	-$174	–	1216
2024 Q3	$174	Buy	+6	New	+$172	﹤0.01%	1002

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Claris Advisors's UCB Position: Q4 2024 in Review

Claris Advisors sold out of United Community Banks (UCB) in Q4 2024, closing a stake of 6 shares — an estimated $174 sold.

Claris Advisors first reported a position in UCB in Q3 2024 and held it in 1 quarter. The position peaked at $174 in Q3 2024. 273 funds tracked by Wall St. Rank hold UCB as of Q4 2024.

Claris Advisors reported no remaining United Community Banks position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 6 United Community Banks shares in Q4 2024, an estimated $174.
Claris Advisors first reported a position in United Community Banks in Q3 2024 and held it in 1 quarter.
Claris Advisors's United Community Banks position peaked at $174 in Q3 2024.
273 funds tracked by Wall St. Rank held United Community Banks as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.