Corient Private Wealth
UCB

Corient Private Wealth’s United Community Banks UCB Stock Holding History

Corient Private Wealth’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
-13,884
Closed -$403K – 2567
2024
Q3 		$403K Buy
+13,884
New +$399K ﹤0.01% 1863

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Corient Private Wealth's UCB Position: Q4 2024 in Review

Corient Private Wealth sold out of United Community Banks (UCB) in Q4 2024, closing a stake of 13,884 shares — an estimated $403K sold.

Corient Private Wealth first reported a position in UCB in Q3 2024 and held it in 1 quarter. The position peaked at $403K in Q3 2024. 273 funds tracked by Wall St. Rank hold UCB as of Q4 2024.

  • Corient Private Wealth reported no remaining United Community Banks position as of Q4 2024 after selling out during the quarter.
  • Corient Private Wealth sold 13,884 United Community Banks shares in Q4 2024, an estimated $403K.
  • Corient Private Wealth first reported a position in United Community Banks in Q3 2024 and held it in 1 quarter.
  • Corient Private Wealth's United Community Banks position peaked at $403K in Q3 2024.
  • 273 funds tracked by Wall St. Rank held United Community Banks as of Q4 2024.

Based on Corient Private Wealth's 13F filing for Q4 2024, filed 10 Feb 2025.