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UCB

Fiduciary Alliance’s United Community Banks UCB Stock Holding History

Fiduciary Alliance’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
-174
Closed -$4.34K – 982
2023
Q2 		$4.34K Buy
+174
New +$4.32K ﹤0.01% 708
2023
Q1 		– Sell
-171
Closed -$5.79K – 899
2022
Q4 		$5.79K Buy
+171
New +$6.21K ﹤0.01% 496

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

Fiduciary Alliance's UCB Position: Q3 2023 in Review

Fiduciary Alliance sold out of United Community Banks (UCB) in Q3 2023, closing a stake of 174 shares — an estimated $4.34K sold.

Fiduciary Alliance first reported a position in UCB in Q4 2022 and held it in 2 quarters. The position peaked at $5.79K in Q4 2022. 235 funds tracked by Wall St. Rank hold UCB as of Q3 2023.

  • Fiduciary Alliance reported no remaining United Community Banks position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 174 United Community Banks shares in Q3 2023, an estimated $4.34K.
  • Fiduciary Alliance first reported a position in United Community Banks in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's United Community Banks position peaked at $5.79K in Q4 2022.
  • 235 funds tracked by Wall St. Rank held United Community Banks as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.