Gemmer Asset Management’s United Community Banks UCB Stock Holding History

Gemmer 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
2021 Q3	–	Sell	-123	Closed	-$4K	–	1459
2021 Q2	$4K	Hold	123	–	–	﹤0.01%	1232
2021 Q1	$4K	Hold	123	–	–	﹤0.01%	1200
2020 Q4	$3K	Hold	123	–	–	﹤0.01%	1274
2020 Q3	$2K	Buy	123 +19	+18%	+$342	﹤0.01%	1242
2020 Q2	$2K	Sell	104 -137	-57%	-$2.62K	﹤0.01%	1221
2020 Q1	$4K	Buy	241 +40	+20%	+$1.03K	﹤0.01%	883
2019 Q4	$6K	Hold	201	–	–	﹤0.01%	907
2019 Q3	$6K	Hold	201	–	–	﹤0.01%	907
2019 Q2	$6K	Hold	201	–	–	﹤0.01%	901
2019 Q1	$5K	Hold	201	–	–	﹤0.01%	1016
2018 Q4	$4K	Buy	201 +40	+25%	+$988	﹤0.01%	1030
2018 Q3	$4K	Hold	161	–	–	﹤0.01%	1115
2018 Q2	$5K	Hold	161	–	–	﹤0.01%	1037
2018 Q1	$5K	Hold	161	–	–	﹤0.01%	1013
2017 Q4	$5K	Hold	161	–	–	﹤0.01%	982
2017 Q3	$5K	Hold	161	–	–	﹤0.01%	968
2017 Q2	$4K	Hold	161	–	–	﹤0.01%	1035
2017 Q1	$4K	Hold	161	–	–	﹤0.01%	1015
2016 Q4	$5K	Hold	161	–	–	﹤0.01%	924
2016 Q3	$3K	Hold	161	–	–	﹤0.01%	1117
2016 Q2	$3K	Buy	161 +52	+48%	+$1K	﹤0.01%	1095
2016 Q1	$2K	Hold	109	–	–	﹤0.01%	1128
2015 Q4	$2K	Hold	109	–	–	﹤0.01%	1162
2015 Q3	$2K	Hold	109	–	–	﹤0.01%	1142
2015 Q2	$2K	Hold	109	–	–	﹤0.01%	1180
2015 Q1	$2K	Buy	109 +5	+5%	+$92	﹤0.01%	1219
2014 Q4	$14K	Hold	104	–	–	0.01%	453
2014 Q3	$2K	Hold	104	–	–	﹤0.01%	1180
2014 Q2	$2K	Hold	104	–	–	﹤0.01%	1216
2014 Q1	$2K	Buy	+104	New	+$1.85K	﹤0.01%	1193

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

Gemmer Asset Management's UCB Position: Q3 2021 in Review

Gemmer Asset Management sold out of United Community Banks (UCB) in Q3 2021, closing a stake of 123 shares — an estimated $4K sold.

Gemmer Asset Management first reported a position in UCB in Q1 2014 and held it in 30 quarters. The position peaked at $14K in Q4 2014. 218 funds tracked by Wall St. Rank hold UCB as of Q3 2021.

Gemmer Asset Management reported no remaining United Community Banks position as of Q3 2021 after selling out during the quarter.
Gemmer Asset Management sold 123 United Community Banks shares in Q3 2021, an estimated $4K.
Gemmer Asset Management first reported a position in United Community Banks in Q1 2014 and held it in 30 quarters.
Gemmer Asset Management's United Community Banks position peaked at $14K in Q4 2014.
218 funds tracked by Wall St. Rank held United Community Banks as of Q3 2021.

Based on Gemmer Asset Management's 13F filing for Q3 2021, filed 19 Oct 2021.