JG
UCB

Joel Greenblatt’s United Community Banks UCB Stock Holding History

Joel Greenblatt’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
-7,314
Closed -$226K – 1234
2019
Q4 		$226K Buy
7,314
+182
+3% +$5.5K ﹤0.01% 1018
2019
Q3 		$202K Buy
+7,132
New +$196K ﹤0.01% 1016

Other funds holding UCB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Joel Greenblatt's UCB Position: Q1 2020 in Review

Joel Greenblatt sold out of United Community Banks (UCB) in Q1 2020, closing a stake of 7,314 shares — an estimated $226K sold.

Joel Greenblatt first reported a position in UCB in Q3 2019 and held it in 2 quarters. The position peaked at $226K in Q4 2019. 191 funds tracked by Wall St. Rank hold UCB as of Q1 2020.

  • Joel Greenblatt reported no remaining United Community Banks position as of Q1 2020 after selling out during the quarter.
  • Joel Greenblatt sold 7,314 United Community Banks shares in Q1 2020, an estimated $226K.
  • Joel Greenblatt first reported a position in United Community Banks in Q3 2019 and held it in 2 quarters.
  • Joel Greenblatt's United Community Banks position peaked at $226K in Q4 2019.
  • 191 funds tracked by Wall St. Rank held United Community Banks as of Q1 2020.

Based on Gotham Asset Management's 13F filing for Q1 2020, filed 15 May 2020.