JG
UCB

Jefferies Group’s United Community Banks UCB Stock Holding History

Jefferies Group’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
2020
Q1 		– Sell
-7,525
Closed -$232K – 2755
2019
Q4 		$232K Buy
+7,525
New +$227K ﹤0.01% 2188
2018
Q3 		– Sell
-27,066
Closed -$830K – 2804
2018
Q2 		$830K Buy
+27,066
New +$881K ﹤0.01% 1363
2013
Q4 		– Sell
-12,672
Closed -$190K – 2268
2013
Q3 		$190K Buy
+12,672
New +$184K ﹤0.01% 1628

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jefferies Group's UCB Position: Q1 2020 in Review

Jefferies Group sold out of United Community Banks (UCB) in Q1 2020, closing a stake of 7,525 shares — an estimated $232K sold.

Jefferies Group first reported a position in UCB in Q3 2013 and held it in 3 quarters. The position peaked at $830K in Q2 2018. 191 funds tracked by Wall St. Rank hold UCB as of Q1 2020.

  • Jefferies Group reported no remaining United Community Banks position as of Q1 2020 after selling out during the quarter.
  • Jefferies Group sold 7,525 United Community Banks shares in Q1 2020, an estimated $232K.
  • Jefferies Group first reported a position in United Community Banks in Q3 2013 and held it in 3 quarters.
  • Jefferies Group's United Community Banks position peaked at $830K in Q2 2018.
  • 191 funds tracked by Wall St. Rank held United Community Banks as of Q1 2020.

Based on Jefferies Group's 13F filing for Q1 2020, filed 15 May 2020.