FIM
UCB

Freedom Investment Management’s United Community Banks UCB Stock Holding History

Freedom Investment 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
2022
Q4 		– Sell
-7,168
Closed -$237K – 802
2022
Q3 		$237K Buy
+7,168
New +$238K 0.03% 616
2022
Q2 		– Sell
-7,097
Closed -$247K – 853
2022
Q1 		$247K Buy
+7,097
New +$261K 0.02% 669

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Freedom Investment Management's UCB Position: Q4 2022 in Review

Freedom Investment Management sold out of United Community Banks (UCB) in Q4 2022, closing a stake of 7,168 shares — an estimated $237K sold.

Freedom Investment Management first reported a position in UCB in Q1 2022 and held it in 2 quarters. The position peaked at $247K in Q1 2022. 276 funds tracked by Wall St. Rank hold UCB as of Q4 2022.

  • Freedom Investment Management reported no remaining United Community Banks position as of Q4 2022 after selling out during the quarter.
  • Freedom Investment Management sold 7,168 United Community Banks shares in Q4 2022, an estimated $237K.
  • Freedom Investment Management first reported a position in United Community Banks in Q1 2022 and held it in 2 quarters.
  • Freedom Investment Management's United Community Banks position peaked at $247K in Q1 2022.
  • 276 funds tracked by Wall St. Rank held United Community Banks as of Q4 2022.

Based on Freedom Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.