GFS
UCB

GYL Financial Synergies’s United Community Banks UCB Stock Holding History

GYL Financial Synergies’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
2024
Q3 		$234K Sell
8,038
-800
-9% -$23K 0.02% 338
2024
Q2 		$225K Sell
8,838
-214
-2% -$5.46K 0.02% 341
2024
Q1 		$238K Buy
9,052
+129
+1% +$3.48K 0.02% 333
2023
Q4 		$261K Buy
+8,923
New +$228K 0.02% 306

Other funds holding UCB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

GYL Financial Synergies's UCB Position: Q3 2024 in Review

GYL Financial Synergies reduced its United Community Banks (UCB) stake by 9.1% in Q3 2024, selling an estimated $23K and leaving 8,038 shares worth $234K. The position accounts for 0.02% of the portfolio, ranked #338.

GYL Financial Synergies first reported a position in UCB in Q4 2023 and has held it in 4 quarters since. The position peaked at $261K in Q4 2023. 276 funds tracked by Wall St. Rank hold UCB as of Q3 2024.

  • GYL Financial Synergies held 8,038 shares of United Community Banks worth $234K as of Q3 2024.
  • GYL Financial Synergies sold 800 United Community Banks shares in Q3 2024, an estimated $23K.
  • United Community Banks made up 0.02% of GYL Financial Synergies's portfolio in Q3 2024, its #338 holding.
  • GYL Financial Synergies first reported a position in United Community Banks in Q4 2023 and has held it in 4 quarters since.
  • GYL Financial Synergies's United Community Banks position peaked at $261K in Q4 2023.
  • 276 funds tracked by Wall St. Rank held United Community Banks as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.