FORA Capital’s United Community Banks UCB Stock Holding History

FORA Capital’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
2021 Q3	–	Sell	-559	Closed	-$18K	–	907
2021 Q2	$18K	Sell	559 -386	-41%	-$13K	﹤0.01%	836
2021 Q1	$32K	Buy	+945	New	+$31K	0.01%	622
2020 Q1	–	Sell	-5,013	Closed	-$155K	–	1399
2019 Q4	$155K	Buy	+5,013	New	+$151K	0.02%	677

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

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FORA Capital's UCB Position: Q3 2021 in Review

FORA Capital sold out of United Community Banks (UCB) in Q3 2021, closing a stake of 559 shares — an estimated $18K sold.

FORA Capital first reported a position in UCB in Q4 2019 and held it in 3 quarters. The position peaked at $155K in Q4 2019. 218 funds tracked by Wall St. Rank hold UCB as of Q3 2021.

FORA Capital reported no remaining United Community Banks position as of Q3 2021 after selling out during the quarter.
FORA Capital sold 559 United Community Banks shares in Q3 2021, an estimated $18K.
FORA Capital first reported a position in United Community Banks in Q4 2019 and held it in 3 quarters.
FORA Capital's United Community Banks position peaked at $155K in Q4 2019.
218 funds tracked by Wall St. Rank held United Community Banks as of Q3 2021.

Based on FORA Capital's 13F filing for Q3 2021, filed 15 Nov 2021.