FG
UCB

FSI Group’s United Community Banks UCB Stock Holding History

FSI Group’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
2020
Q2 		– Sell
-1,160
Closed -$21K – 21
2020
Q1 		$21K Sell
1,160
-13,691
-92% -$353K 0.54% 7
2019
Q4 		$459K Sell
14,851
-3,222
-18% -$97.3K 0.59% 22
2019
Q3 		$512K Sell
18,073
-12,966
-42% -$356K 0.71% 14
2019
Q2 		$886K Buy
31,039
+10,093
+48% +$276K 1.05% 17
2019
Q1 		$522K Sell
20,946
-1,874
-8% -$48.7K 0.56% 23
2018
Q4 		$490K Sell
22,820
-163,785
-88% -$4.04M 0.62% 23
2018
Q3 		$5.2M Buy
186,605
+8,133
+5% +$246K 3.76% 10
2018
Q2 		$5.47M Buy
178,472
+5,749
+3% +$187K 4.34% 9
2018
Q1 		$5.47M Buy
172,723
+42,465
+33% +$1.33M 5.12% 6
2017
Q4 		$3.67M Buy
+130,258
New +$3.63M 3.05% 13
2015
Q1 		– Sell
-465,358
Closed -$8.81M – 69
2014
Q4 		$8.81M Buy
465,358
+10,512
+2% +$185K 3.33% 10
2014
Q3 		$7.49M Sell
454,846
-30,399
-6% -$506K 2.77% 14
2014
Q2 		$7.94M Buy
485,245
+93,347
+24% +$1.56M 2.56% 14
2014
Q1 		$7.61M Sell
391,898
-75,950
-16% -$1.35M 2.59% 14
2013
Q4 		$8.3M Sell
467,848
-116,970
-20% -$1.94M 2.24% 18
2013
Q3 		$8.77M Buy
584,818
+277,143
+90% +$4.03M 3.28% 10
2013
Q2 		$3.82M Buy
+307,675
New +$3.49M 1.51% 25

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

FSI Group's UCB Position: Q2 2020 in Review

FSI Group sold out of United Community Banks (UCB) in Q2 2020, closing a stake of 1,160 shares — an estimated $21K sold.

FSI Group first reported a position in UCB in Q2 2013 and held it in 17 quarters. The position peaked at $8.81M in Q4 2014. 197 funds tracked by Wall St. Rank hold UCB as of Q2 2020.

  • FSI Group reported no remaining United Community Banks position as of Q2 2020 after selling out during the quarter.
  • FSI Group sold 1,160 United Community Banks shares in Q2 2020, an estimated $21K.
  • FSI Group first reported a position in United Community Banks in Q2 2013 and held it in 17 quarters.
  • FSI Group's United Community Banks position peaked at $8.81M in Q4 2014.
  • 197 funds tracked by Wall St. Rank held United Community Banks as of Q2 2020.

Based on FSI Group's 13F filing for Q2 2020, filed 5 Aug 2020.