Financial Gravity Asset Management’s United Community Banks UCB Stock Holding History

Financial Gravity Asset Management’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 Q2	–	Sell	-28	Closed	-$4	–	1786
2023 Q1	$4	Buy	+28	New	+$885	﹤0.01%	944
2021 Q3	–	Sell	-1	Closed	-$32K	–	1021
2021 Q2	$32K	Buy	+1	New	+$34	0.01%	697
2020 Q2	–	Sell	-12	Closed	-$228	–	958
2020 Q1	$228	Buy	12 +2	+20%	+$52	﹤0.01%	698
2019 Q4	$31K	Buy	+10	New	+$302	0.02%	859
2019 Q2	–	Sell	-25	Closed	-$1K	–	1713
2019 Q1	$1K	Buy	+25	New	+$649	﹤0.01%	1226

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Financial Gravity Asset Management's UCB Position: Q2 2023 in Review

Financial Gravity Asset Management sold out of United Community Banks (UCB) in Q2 2023, closing a stake of 28 shares — an estimated $4 sold.

Financial Gravity Asset Management first reported a position in UCB in Q1 2019 and held it in 5 quarters. The position peaked at $32K in Q2 2021. 242 funds tracked by Wall St. Rank hold UCB as of Q2 2023.

Financial Gravity Asset Management reported no remaining United Community Banks position as of Q2 2023 after selling out during the quarter.
Financial Gravity Asset Management sold 28 United Community Banks shares in Q2 2023, an estimated $4.
Financial Gravity Asset Management first reported a position in United Community Banks in Q1 2019 and held it in 5 quarters.
Financial Gravity Asset Management's United Community Banks position peaked at $32K in Q2 2021.
242 funds tracked by Wall St. Rank held United Community Banks as of Q2 2023.

Based on Financial Gravity Asset Management's 13F filing for Q2 2023, filed 9 Aug 2023.