Elkfork Partners’s United Community Banks UCB Stock Holding History

Elkfork Partners’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
2019 Q3	$376K	Hold	13,266	–	–	0.01%	657
2019 Q2	$379K	Hold	13,266	–	–	0.01%	663
2019 Q1	$331K	Hold	13,266	–	–	0.01%	675
2018 Q4	$285K	Buy	13,266 +2,376	+22%	+$58.7K	0.01%	683
2018 Q3	$304K	Buy	10,890 +1,364	+14%	+$41.3K	0.01%	741
2018 Q2	$292K	Hold	9,526	–	–	0.01%	685
2018 Q1	$301K	Hold	9,526	–	–	0.01%	679
2017 Q4	$268K	Buy	9,526 +1,650	+21%	+$46K	0.01%	706
2017 Q3	$225K	Buy	7,876 +1,342	+21%	+$36.3K	0.01%	707
2017 Q2	$182K	Buy	6,534 +3,674	+128%	+$99.3K	0.01%	721
2017 Q1	$79K	Buy	+2,860	New	+$81.4K	﹤0.01%	813

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

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Elkfork Partners's UCB Position: Q3 2019 in Review

Elkfork Partners held its United Community Banks (UCB) position steady in Q3 2019 at 13,266 shares worth $376K. The position accounts for 0.01% of the portfolio, ranked #657.

Elkfork Partners first reported a position in UCB in Q1 2017 and has held it in 11 quarters since. The position peaked at $379K in Q2 2019. 216 funds tracked by Wall St. Rank hold UCB as of Q3 2019.

Elkfork Partners held 13,266 shares of United Community Banks worth $376K as of Q3 2019.
Elkfork Partners left its United Community Banks share count unchanged in Q3 2019.
United Community Banks made up 0.01% of Elkfork Partners's portfolio in Q3 2019, its #657 holding.
Elkfork Partners first reported a position in United Community Banks in Q1 2017 and has held it in 11 quarters since.
Elkfork Partners's United Community Banks position peaked at $379K in Q2 2019.
216 funds tracked by Wall St. Rank held United Community Banks as of Q3 2019.

Based on Elkfork Partners's 13F filing for Q3 2019, filed 14 Nov 2019.