CM
UCB

Crestline Management’s United Community Banks UCB Stock Holding History

Crestline 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
2025
Q1 		– Sell
-12,700
Closed -$410K – 697
2024
Q4 		$410K Buy
+12,700
New +$395K 0.01% 572

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Crestline Management's UCB Position: Q1 2025 in Review

Crestline Management sold out of United Community Banks (UCB) in Q1 2025, closing a stake of 12,700 shares — an estimated $410K sold.

Crestline Management first reported a position in UCB in Q4 2024 and held it in 1 quarter. The position peaked at $410K in Q4 2024. 300 funds tracked by Wall St. Rank hold UCB as of Q1 2025.

  • Crestline Management reported no remaining United Community Banks position as of Q1 2025 after selling out during the quarter.
  • Crestline Management sold 12,700 United Community Banks shares in Q1 2025, an estimated $410K.
  • Crestline Management first reported a position in United Community Banks in Q4 2024 and held it in 1 quarter.
  • Crestline Management's United Community Banks position peaked at $410K in Q4 2024.
  • 300 funds tracked by Wall St. Rank held United Community Banks as of Q1 2025.

Based on Crestline Management's 13F filing for Q1 2025, filed 15 May 2025.