C
UCB

Covestor’s United Community Banks UCB Stock Holding History

Covestor’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
2026
Q1 		$20K Sell
660
-332
-33% -$10.9K 0.01% 1120
2025
Q4 		$31K Buy
992
+657
+196% +$20.3K 0.02% 1094
2025
Q3 		$11K Sell
335
-508
-60% -$16.1K 0.01% 1582
2025
Q2 		$25K Buy
843
+506
+150% +$14.1K 0.01% 1176
2025
Q1 		$9K Sell
337
-142
-30% -$4.44K 0.01% 1600
2024
Q4 		$16K Buy
479
+3
+0.6% +$93 0.01% 1306
2024
Q3 		$14K Hold
476
– – 0.01% 1374
2024
Q2 		$12K Buy
476
+143
+43% +$3.65K 0.01% 1441
2024
Q1 		$9K Sell
333
-2
-0.6% -$54 0.01% 1682
2023
Q4 		$10K Sell
335
-498
-60% -$12.7K 0.01% 1615
2023
Q3 		$21K Buy
833
+153
+23% +$4.15K 0.02% 1109
2023
Q2 		$17K Sell
680
-299
-31% -$7.42K 0.01% 1217
2023
Q1 		$28K Buy
979
+756
+339% +$23.9K 0.02% 908
2022
Q4 		$8K Buy
223
+214
+2,378% +$7.76K 0.01% 1446
2022
Q3 		$0 Sell
9
-5
-36% -$166 ﹤0.01% 2724
2022
Q2 		$0 Sell
14
-3
-18% -$92 ﹤0.01% 2455
2022
Q1 		$1K Sell
17
-11
-39% -$405 ﹤0.01% 2001
2021
Q4 		$1K Buy
+28
New +$978 ﹤0.01% 2008

Other funds holding UCB

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return