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

Hillsdale 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
2021 Q3	–	Sell	-34,600	Closed	-$1.11M	–	648
2021 Q2	$1.11M	Sell	34,600 -1,000	-3%	-$33.7K	0.09%	215
2021 Q1	$1.22M	Buy	+35,600	New	+$1.17M	0.1%	201
2018 Q2	–	Sell	-42,580	Closed	-$1.35M	–	557
2018 Q1	$1.35M	Buy	+42,580	New	+$1.33M	0.19%	89
2016 Q3	–	Sell	-3,500	Closed	-$64K	–	564
2016 Q2	$64K	Buy	+3,500	New	+$67.6K	0.02%	339
2014 Q3	–	Sell	-23,600	Closed	-$386K	–	586
2014 Q2	$386K	Hold	23,600	–	–	0.09%	140
2014 Q1	$458K	Buy	23,600 +6,000	+34%	+$107K	0.13%	102
2013 Q4	$312K	Buy	+17,600	New	+$291K	0.09%	180

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

Hillsdale Investment Management's UCB Position: Q3 2021 in Review

Hillsdale Investment Management sold out of United Community Banks (UCB) in Q3 2021, closing a stake of 34,600 shares — an estimated $1.11M sold.

Hillsdale Investment Management first reported a position in UCB in Q4 2013 and held it in 7 quarters. The position peaked at $1.35M in Q1 2018. 218 funds tracked by Wall St. Rank hold UCB as of Q3 2021.

Hillsdale Investment Management reported no remaining United Community Banks position as of Q3 2021 after selling out during the quarter.
Hillsdale Investment Management sold 34,600 United Community Banks shares in Q3 2021, an estimated $1.11M.
Hillsdale Investment Management first reported a position in United Community Banks in Q4 2013 and held it in 7 quarters.
Hillsdale Investment Management's United Community Banks position peaked at $1.35M in Q1 2018.
218 funds tracked by Wall St. Rank held United Community Banks as of Q3 2021.

Based on Hillsdale Investment Management's 13F filing for Q3 2021, filed 21 Oct 2021.