DT
UCB

Diversified Trust’s United Community Banks UCB Stock Holding History

Diversified Trust’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 		$899K Buy
28,551
+3,109
+12% +$102K 0.02% 491
2025
Q4 		$794K Buy
+25,442
New +$785K 0.01% 514
2023
Q1 		– Sell
-6,191
Closed -$209K – 924
2022
Q4 		$209K Sell
6,191
-7
-0.1% -$254 0.01% 718
2022
Q3 		$205K Sell
6,198
-2,576
-29% -$85.6K 0.01% 696
2022
Q2 		$265K Hold
8,774
– – 0.01% 600
2022
Q1 		$305K Buy
+8,774
New +$323K 0.01% 612

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