Harbor Investment Advisory’s United Community Banks UCB Stock Holding History

Harbor Investment Advisory’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
2023 Q3	–	Sell	-1,995	Closed	-$49.9K	–	1363
2023 Q2	$49.9K	Hold	1,995	–	–	0.01%	715
2023 Q1	$56.1K	Hold	1,995	–	–	0.01%	675
2022 Q4	$67.4K	Hold	1,995	–	–	0.01%	598
2022 Q3	$66K	Hold	1,995	–	–	0.01%	592
2022 Q2	$60K	Hold	1,995	–	–	0.01%	651
2022 Q1	$69K	Hold	1,995	–	–	0.01%	650
2021 Q4	$72K	Hold	1,995	–	–	0.01%	639
2021 Q3	$65K	Hold	1,995	–	–	0.01%	656
2021 Q2	$64K	Hold	1,995	–	–	0.01%	637
2021 Q1	$68K	Hold	1,995	–	–	0.01%	592
2020 Q4	$57K	Buy	1,995 +619	+45%	+$14.6K	0.01%	601
2020 Q3	$23K	Buy	1,376 +879	+177%	+$15.8K	﹤0.01%	707
2020 Q2	$10K	Hold	497	–	–	﹤0.01%	794
2020 Q1	$9K	Buy	+497	New	+$12.8K	﹤0.01%	777

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Harbor Investment Advisory's UCB Position: Q3 2023 in Review

Harbor Investment Advisory sold out of United Community Banks (UCB) in Q3 2023, closing a stake of 1,995 shares — an estimated $49.9K sold.

Harbor Investment Advisory first reported a position in UCB in Q1 2020 and held it in 14 quarters. The position peaked at $72K in Q4 2021. 235 funds tracked by Wall St. Rank hold UCB as of Q3 2023.

Harbor Investment Advisory reported no remaining United Community Banks position as of Q3 2023 after selling out during the quarter.
Harbor Investment Advisory sold 1,995 United Community Banks shares in Q3 2023, an estimated $49.9K.
Harbor Investment Advisory first reported a position in United Community Banks in Q1 2020 and held it in 14 quarters.
Harbor Investment Advisory's United Community Banks position peaked at $72K in Q4 2021.
235 funds tracked by Wall St. Rank held United Community Banks as of Q3 2023.

Based on Harbor Investment Advisory's 13F filing for Q3 2023, filed 13 Oct 2023.