FF
UCB

FourThought Financial’s United Community Banks UCB Stock Holding History

FourThought Financial’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
Q3 		$4K Hold
125
– – ﹤0.01% 1230
2022
Q2 		$4K Hold
125
– – ﹤0.01% 1228
2022
Q1 		$4K Hold
125
– – ﹤0.01% 1265
2021
Q4 		$4K Hold
125
– – ﹤0.01% 1280
2021
Q3 		$4K Hold
125
– – ﹤0.01% 1281
2021
Q2 		$4K Sell
125
-21
-14% -$707 ﹤0.01% 1276
2021
Q1 		$4K Buy
146
+6
+4% +$197 ﹤0.01% 1221
2020
Q4 		$3K Buy
+140
New +$3.31K ﹤0.01% 1253

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

FourThought Financial's UCB Position: Q3 2022 in Review

FourThought Financial held its United Community Banks (UCB) position steady in Q3 2022 at 125 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1230.

FourThought Financial first reported a position in UCB in Q4 2020 and has held it in 8 quarters since. 248 funds tracked by Wall St. Rank hold UCB as of Q3 2022.

  • FourThought Financial held 125 shares of United Community Banks worth $4K as of Q3 2022.
  • FourThought Financial left its United Community Banks share count unchanged in Q3 2022.
  • United Community Banks made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #1230 holding.
  • FourThought Financial first reported a position in United Community Banks in Q4 2020 and has held it in 8 quarters since.
  • 248 funds tracked by Wall St. Rank held United Community Banks as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.