Creative Planning’s United Community Banks UCB Stock Holding History

Creative Planning’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 Q2	–	Sell	-12,998	Closed	-$365K	–	2865
2023 Q1	$365K	Buy	+12,998	New	+$411K	﹤0.01%	1669
2022 Q1	–	Sell	-5,764	Closed	-$207K	–	2454
2021 Q4	$207K	Buy	+5,764	New	+$201K	﹤0.01%	1852
2015 Q4	–	Sell	-800	Closed	-$16K	–	4609
2015 Q3	$16K	Buy	+800	New	+$16.4K	﹤0.01%	2914
2015 Q2	–	Sell	-800	Closed	-$15K	–	3095
2015 Q1	$15K	Hold	800	–	–	﹤0.01%	2941
2014 Q4	$15K	Hold	800	–	–	﹤0.01%	2874
2014 Q3	$13K	Hold	800	–	–	﹤0.01%	2808
2014 Q2	$13K	Hold	800	–	–	﹤0.01%	2750
2014 Q1	$16K	Buy	+800	New	+$14.2K	﹤0.01%	2523

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

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

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

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

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

SCM

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

Creative Planning's UCB Position: Q2 2023 in Review

Creative Planning sold out of United Community Banks (UCB) in Q2 2023, closing a stake of 12,998 shares — an estimated $365K sold.

Creative Planning first reported a position in UCB in Q1 2014 and held it in 8 quarters. The position peaked at $365K in Q1 2023. 242 funds tracked by Wall St. Rank hold UCB as of Q2 2023.

Creative Planning reported no remaining United Community Banks position as of Q2 2023 after selling out during the quarter.
Creative Planning sold 12,998 United Community Banks shares in Q2 2023, an estimated $365K.
Creative Planning first reported a position in United Community Banks in Q1 2014 and held it in 8 quarters.
Creative Planning's United Community Banks position peaked at $365K in Q1 2023.
242 funds tracked by Wall St. Rank held United Community Banks as of Q2 2023.

Based on Creative Planning's 13F filing for Q2 2023, filed 21 Jul 2023.