EI
UCB

Ellevest Inc’s United Community Banks UCB Stock Holding History

Ellevest Inc’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
2022
Q2 		– Sell
-570
Closed -$20K – 1734
2022
Q1 		$20K Buy
570
+379
+198% +$14K ﹤0.01% 749
2021
Q4 		$7K Hold
191
– – ﹤0.01% 941
2021
Q3 		$6K Buy
191
+66
+53% +$1.98K ﹤0.01% 942
2021
Q2 		$4K Buy
125
+59
+89% +$1.99K ﹤0.01% 949
2021
Q1 		$2K Buy
66
+3
+5% +$99 ﹤0.01% 1105
2020
Q4 		$2K Buy
+63
New +$1.49K ﹤0.01% 1007
2020
Q1 		– Sell
-46
Closed -$1K – 1331
2019
Q4 		$1K Buy
+46
New +$1.39K ﹤0.01% 904

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ellevest Inc's UCB Position: Q2 2022 in Review

Ellevest Inc sold out of United Community Banks (UCB) in Q2 2022, closing a stake of 570 shares — an estimated $20K sold.

Ellevest Inc first reported a position in UCB in Q4 2019 and held it in 7 quarters. The position peaked at $20K in Q1 2022. 247 funds tracked by Wall St. Rank hold UCB as of Q2 2022.

  • Ellevest Inc reported no remaining United Community Banks position as of Q2 2022 after selling out during the quarter.
  • Ellevest Inc sold 570 United Community Banks shares in Q2 2022, an estimated $20K.
  • Ellevest Inc first reported a position in United Community Banks in Q4 2019 and held it in 7 quarters.
  • Ellevest Inc's United Community Banks position peaked at $20K in Q1 2022.
  • 247 funds tracked by Wall St. Rank held United Community Banks as of Q2 2022.

Based on Ellevest Inc's 13F filing for Q2 2022, filed 18 Jul 2022.