Dana Investment Advisors’s United Community Banks UCB Stock Holding History

Dana Investment Advisors’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
2021 Q4	–	Sell	-8,250	Closed	-$271K	–	353
2021 Q3	$271K	Hold	8,250	–	–	0.01%	295
2021 Q2	$264K	Hold	8,250	–	–	0.01%	294
2021 Q1	$281K	Hold	8,250	–	–	0.01%	291
2020 Q4	$235K	Buy	+8,250	New	+$195K	0.01%	281
2020 Q1	–	Sell	-67,137	Closed	-$2.07M	–	326
2019 Q4	$2.07M	Sell	67,137 -11,920	-15%	-$360K	0.1%	126
2019 Q3	$2.24M	Sell	79,057 -2,076	-3%	-$56.9K	0.11%	120
2019 Q2	$2.32M	Sell	81,133 -3,316	-4%	-$90.5K	0.11%	119
2019 Q1	$2.1M	Sell	84,449 -5,592	-6%	-$145K	0.1%	147
2018 Q4	$1.93M	Sell	90,041 -1,694	-2%	-$41.8K	0.1%	148
2018 Q3	$2.56M	Buy	91,735 +14,611	+19%	+$443K	0.1%	150
2018 Q2	$2.37M	Sell	77,124 -709	-0.9%	-$23.1K	0.1%	157
2018 Q1	$2.46M	Buy	+77,833	New	+$2.44M	0.11%	137

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dana Investment Advisors's UCB Position: Q4 2021 in Review

Dana Investment Advisors sold out of United Community Banks (UCB) in Q4 2021, closing a stake of 8,250 shares — an estimated $271K sold.

Dana Investment Advisors first reported a position in UCB in Q1 2018 and held it in 12 quarters. The position peaked at $2.56M in Q3 2018. 231 funds tracked by Wall St. Rank hold UCB as of Q4 2021.

Dana Investment Advisors reported no remaining United Community Banks position as of Q4 2021 after selling out during the quarter.
Dana Investment Advisors sold 8,250 United Community Banks shares in Q4 2021, an estimated $271K.
Dana Investment Advisors first reported a position in United Community Banks in Q1 2018 and held it in 12 quarters.
Dana Investment Advisors's United Community Banks position peaked at $2.56M in Q3 2018.
231 funds tracked by Wall St. Rank held United Community Banks as of Q4 2021.

Based on Dana Investment Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.