Jupiter Asset Management’s United Community Banks UCB Stock Holding History

Jupiter Asset 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
2025 Q3	–	Sell	-152,108	Closed	-$4.53M	–	573
2025 Q2	$4.53M	Buy	152,108 +89,067	+141%	+$2.47M	0.04%	285
2025 Q1	$1.77M	Buy	+63,041	New	+$1.97M	0.02%	342
2021 Q4	–	Sell	-27,738	Closed	-$910K	–	656
2021 Q3	$910K	Buy	+27,738	New	+$831K	0.01%	422

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

SCM

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Jupiter Asset Management's UCB Position: Q3 2025 in Review

Jupiter Asset Management sold out of United Community Banks (UCB) in Q3 2025, closing a stake of 152,108 shares — an estimated $4.53M sold.

Jupiter Asset Management first reported a position in UCB in Q3 2021 and held it in 3 quarters. The position peaked at $4.53M in Q2 2025. 303 funds tracked by Wall St. Rank hold UCB as of Q3 2025.

Jupiter Asset Management reported no remaining United Community Banks position as of Q3 2025 after selling out during the quarter.
Jupiter Asset Management sold 152,108 United Community Banks shares in Q3 2025, an estimated $4.53M.
Jupiter Asset Management first reported a position in United Community Banks in Q3 2021 and held it in 3 quarters.
Jupiter Asset Management's United Community Banks position peaked at $4.53M in Q2 2025.
303 funds tracked by Wall St. Rank held United Community Banks as of Q3 2025.

Based on Jupiter Asset Management's 13F filing for Q3 2025, filed 10 Nov 2025.