Jacobs Levy Equity Management’s United Community Banks UCB Stock Holding History

Jacobs Levy Equity 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 Q2	–	Sell	-6,292	Closed	-$219K	–	1104
2022 Q1	$219K	Sell	6,292 -99	-2%	-$3.65K	﹤0.01%	957
2021 Q4	$230K	Hold	6,391	–	–	﹤0.01%	924
2021 Q3	$210K	Sell	6,391 -373	-6%	-$11.2K	﹤0.01%	983
2021 Q2	$217K	Hold	6,764	–	–	﹤0.01%	974
2021 Q1	$231K	Sell	6,764 -13,422	-66%	-$441K	﹤0.01%	960
2020 Q4	$574K	Buy	20,186 +4,263	+27%	+$101K	0.01%	835
2020 Q3	$270K	Sell	15,923 -1,620	-9%	-$29.2K	﹤0.01%	907
2020 Q2	$353K	Buy	17,543 +842	+5%	+$16.1K	﹤0.01%	855
2020 Q1	$306K	Buy	16,701 +2,333	+16%	+$60.2K	﹤0.01%	823
2019 Q4	$444K	Sell	14,368 -7,862	-35%	-$238K	﹤0.01%	796
2019 Q3	$630K	Sell	22,230 -29,510	-57%	-$809K	0.01%	689
2019 Q2	$1.48M	Buy	51,740 +9,200	+22%	+$251K	0.02%	572
2019 Q1	$1.06M	Sell	42,540 -1,070	-2%	-$27.8K	0.02%	645
2018 Q4	$936K	Sell	43,610 -500	-1%	-$12.3K	0.02%	605
2018 Q3	$1.23M	Buy	44,110 +180	+0.4%	+$5.46K	0.02%	616
2018 Q2	$1.35M	Sell	43,930 -500	-1%	-$16.3K	0.02%	589
2018 Q1	$1.41M	Buy	+44,430	New	+$1.39M	0.02%	561

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jacobs Levy Equity Management's UCB Position: Q2 2022 in Review

Jacobs Levy Equity Management sold out of United Community Banks (UCB) in Q2 2022, closing a stake of 6,292 shares — an estimated $219K sold.

Jacobs Levy Equity Management first reported a position in UCB in Q1 2018 and held it in 17 quarters. The position peaked at $1.48M in Q2 2019. 247 funds tracked by Wall St. Rank hold UCB as of Q2 2022.

Jacobs Levy Equity Management reported no remaining United Community Banks position as of Q2 2022 after selling out during the quarter.
Jacobs Levy Equity Management sold 6,292 United Community Banks shares in Q2 2022, an estimated $219K.
Jacobs Levy Equity Management first reported a position in United Community Banks in Q1 2018 and held it in 17 quarters.
Jacobs Levy Equity Management's United Community Banks position peaked at $1.48M in Q2 2019.
247 funds tracked by Wall St. Rank held United Community Banks as of Q2 2022.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2022, filed 15 Aug 2022.