HF
UCB

HRT Financial’s United Community Banks UCB Stock Holding History

HRT Financial’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
Q4 		– Sell
-25,996
Closed -$755K – 3415
2024
Q3 		$755K Buy
+25,996
New +$746K ﹤0.01% 1391
2022
Q4 		– Sell
-53,932
Closed -$1.78M – 3292
2022
Q3 		$1.78M Buy
53,932
+22,754
+73% +$756K 0.02% 649
2022
Q2 		$941K Buy
+31,178
New +$959K 0.01% 1000
2021
Q4 		– Sell
-40,446
Closed -$1.33M – 4234
2021
Q3 		$1.33M Buy
+40,446
New +$1.21M 0.01% 1032
2021
Q2 		– Sell
-63,392
Closed -$2.16M – 3653
2021
Q1 		$2.16M Buy
+63,392
New +$2.08M 0.02% 577
2020
Q1 		– Sell
-25,890
Closed -$799K – 1439
2019
Q4 		$799K Buy
25,890
+15,191
+142% +$459K 0.03% 402
2019
Q3 		$303K Buy
+10,699
New +$293K 0.01% 938

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

HRT Financial's UCB Position: Q4 2024 in Review

HRT Financial sold out of United Community Banks (UCB) in Q4 2024, closing a stake of 25,996 shares — an estimated $755K sold.

HRT Financial first reported a position in UCB in Q3 2019 and held it in 7 quarters. The position peaked at $2.16M in Q1 2021. 273 funds tracked by Wall St. Rank hold UCB as of Q4 2024.

  • HRT Financial reported no remaining United Community Banks position as of Q4 2024 after selling out during the quarter.
  • HRT Financial sold 25,996 United Community Banks shares in Q4 2024, an estimated $755K.
  • HRT Financial first reported a position in United Community Banks in Q3 2019 and held it in 7 quarters.
  • HRT Financial's United Community Banks position peaked at $2.16M in Q1 2021.
  • 273 funds tracked by Wall St. Rank held United Community Banks as of Q4 2024.

Based on HRT Financial's 13F filing for Q4 2024, filed 14 Feb 2025.