CM
UCB

Cornerstone Management’s United Community Banks UCB Stock Holding History

Cornerstone Management’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
2022
Q4 		– Sell
-300
Closed -$9.93K – 253
2022
Q3 		$9.93K Buy
+300
New +$9.97K ﹤0.01% 164
2016
Q1 		– Sell
-45,015
Closed -$877K – 49
2015
Q4 		$877K Buy
+45,015
New +$914K 0.58% 17

Other funds holding UCB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cornerstone Management's UCB Position: Q4 2022 in Review

Cornerstone Management sold out of United Community Banks (UCB) in Q4 2022, closing a stake of 300 shares — an estimated $9.93K sold.

Cornerstone Management first reported a position in UCB in Q4 2015 and held it in 2 quarters. The position peaked at $877K in Q4 2015. 275 funds tracked by Wall St. Rank hold UCB as of Q4 2022.

  • Cornerstone Management reported no remaining United Community Banks position as of Q4 2022 after selling out during the quarter.
  • Cornerstone Management sold 300 United Community Banks shares in Q4 2022, an estimated $9.93K.
  • Cornerstone Management first reported a position in United Community Banks in Q4 2015 and held it in 2 quarters.
  • Cornerstone Management's United Community Banks position peaked at $877K in Q4 2015.
  • 275 funds tracked by Wall St. Rank held United Community Banks as of Q4 2022.

Based on Cornerstone Management's 13F filing for Q4 2022, filed 9 May 2023.