HIM
UCB

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

Hotaling 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
2022
Q4 		$223K Sell
6,586
-60
-0.9% -$2.18K 0.1% 107
2022
Q3 		$220K Sell
6,646
-25
-0.4% -$831 0.11% 104
2022
Q2 		$201K Buy
6,671
+148
+2% +$4.55K 0.09% 120
2022
Q1 		$227K Buy
6,523
+311
+5% +$11.5K 0.09% 116
2021
Q4 		$223K Buy
6,212
+70
+1% +$2.44K 0.08% 129
2021
Q3 		$202K Buy
+6,142
New +$184K 0.08% 118

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Hotaling Investment Management's UCB Position: Q4 2022 in Review

Hotaling Investment Management reduced its United Community Banks (UCB) stake by 0.9% in Q4 2022, selling an estimated $2.18K and leaving 6,586 shares worth $223K. The position accounts for 0.1% of the portfolio, ranked #107.

Hotaling Investment Management first reported a position in UCB in Q3 2021 and has held it in 6 quarters since. The position peaked at $227K in Q1 2022. 276 funds tracked by Wall St. Rank hold UCB as of Q4 2022.

  • Hotaling Investment Management held 6,586 shares of United Community Banks worth $223K as of Q4 2022.
  • Hotaling Investment Management sold 60 United Community Banks shares in Q4 2022, an estimated $2.18K.
  • United Community Banks made up 0.1% of Hotaling Investment Management's portfolio in Q4 2022, its #107 holding.
  • Hotaling Investment Management first reported a position in United Community Banks in Q3 2021 and has held it in 6 quarters since.
  • Hotaling Investment Management's United Community Banks position peaked at $227K in Q1 2022.
  • 276 funds tracked by Wall St. Rank held United Community Banks as of Q4 2022.

Based on Hotaling Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.