HR
UCB

Howe & Rusling’s United Community Banks UCB Stock Holding History

Howe & Rusling’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 		– Sell
-214
Closed -$7K – 1075
2022
Q3 		$7K Buy
214
+87
+69% +$2.89K ﹤0.01% 610
2022
Q2 		$4K Hold
127
– – ﹤0.01% 740
2022
Q1 		$4K Sell
127
-34
-21% -$1.25K ﹤0.01% 749
2021
Q4 		$6K Buy
161
+6
+4% +$210 ﹤0.01% 642
2021
Q3 		$5K Buy
155
+43
+38% +$1.29K ﹤0.01% 670
2021
Q2 		$4K Hold
112
– – ﹤0.01% 701
2021
Q1 		$4K Sell
112
-3
-3% -$99 ﹤0.01% 711
2020
Q4 		$3K Buy
+115
New +$2.71K ﹤0.01% 763

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

Howe & Rusling's UCB Position: Q4 2022 in Review

Howe & Rusling sold out of United Community Banks (UCB) in Q4 2022, closing a stake of 214 shares — an estimated $7K sold.

Howe & Rusling first reported a position in UCB in Q4 2020 and held it in 8 quarters. The position peaked at $7K in Q3 2022. 276 funds tracked by Wall St. Rank hold UCB as of Q4 2022.

  • Howe & Rusling reported no remaining United Community Banks position as of Q4 2022 after selling out during the quarter.
  • Howe & Rusling sold 214 United Community Banks shares in Q4 2022, an estimated $7K.
  • Howe & Rusling first reported a position in United Community Banks in Q4 2020 and held it in 8 quarters.
  • Howe & Rusling's United Community Banks position peaked at $7K in Q3 2022.
  • 276 funds tracked by Wall St. Rank held United Community Banks as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.