DI
UCB

Disciplined Investments’s United Community Banks UCB Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-16
Closed -$400 – 1616
2023
Q2 		$400 Sell
16
-2
-11% -$50 ﹤0.01% 1310
2023
Q1 		$506 Buy
18
+3
+20% +$95 ﹤0.01% 1226
2022
Q4 		$507 Sell
15
-6
-29% -$218 ﹤0.01% 1191
2022
Q3 		$1K Buy
21
+8
+62% +$266 ﹤0.01% 1153
2022
Q2 		$0 Sell
13
-6
-32% -$185 ﹤0.01% 1682
2022
Q1 		$1K Buy
+19
New +$700 ﹤0.01% 1259

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
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Disciplined Investments's UCB Position: Q3 2023 in Review

Disciplined Investments sold out of United Community Banks (UCB) in Q3 2023, closing a stake of 16 shares — an estimated $400 sold.

Disciplined Investments first reported a position in UCB in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 235 funds tracked by Wall St. Rank hold UCB as of Q3 2023.

  • Disciplined Investments reported no remaining United Community Banks position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 16 United Community Banks shares in Q3 2023, an estimated $400.
  • Disciplined Investments first reported a position in United Community Banks in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's United Community Banks position peaked at $1K in Q3 2022.
  • 235 funds tracked by Wall St. Rank held United Community Banks as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.