Hunter Perkins Capital Management’s United Community Banks UCB Stock Holding History

Hunter Perkins Capital 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
2023 Q3	–	Sell	-257,761	Closed	-$3.23M	–	140
2023 Q2	$3.23M	Buy	257,761 +128,251	+99%	+$3.18M	0.69%	36
2023 Q1	$3.66M	Sell	129,510 -200	-0.2%	-$6.32K	0.86%	30
2022 Q4	$4.4M	Sell	129,710 -9,100	-7%	-$330K	0.99%	30
2022 Q3	$4.61M	Sell	138,810 -105,021	-43%	-$3.49M	1.13%	26
2022 Q2	$7.39M	Buy	243,831 +34,100	+16%	+$1.05M	1.7%	21
2022 Q1	$7.3M	Buy	209,731 +84,356	+67%	+$3.11M	1.47%	24
2021 Q4	$4.51M	Buy	+125,375	New	+$4.38M	0.84%	30

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

Hunter Perkins Capital Management's UCB Position: Q3 2023 in Review

Hunter Perkins Capital Management sold out of United Community Banks (UCB) in Q3 2023, closing a stake of 257,761 shares — an estimated $3.23M sold.

Hunter Perkins Capital Management first reported a position in UCB in Q4 2021 and held it in 7 quarters. The position peaked at $7.39M in Q2 2022. 235 funds tracked by Wall St. Rank hold UCB as of Q3 2023.

Hunter Perkins Capital Management reported no remaining United Community Banks position as of Q3 2023 after selling out during the quarter.
Hunter Perkins Capital Management sold 257,761 United Community Banks shares in Q3 2023, an estimated $3.23M.
Hunter Perkins Capital Management first reported a position in United Community Banks in Q4 2021 and held it in 7 quarters.
Hunter Perkins Capital Management's United Community Banks position peaked at $7.39M in Q2 2022.
235 funds tracked by Wall St. Rank held United Community Banks as of Q3 2023.

Based on Hunter Perkins Capital Management's 13F filing for Q3 2023, filed 19 Oct 2023.