KCM
UCB

Kennedy Capital Management’s United Community Banks UCB Stock Holding History

Kennedy 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
-178,476
Closed -$4.46M – 718
2023
Q2 		$4.46M Sell
178,476
-255
-0.1% -$6.33K 0.1% 317
2023
Q1 		$5.03M Sell
178,731
-13,344
-7% -$422K 0.15% 257
2022
Q4 		$6.49M Sell
192,075
-1,146
-0.6% -$41.6K 0.18% 192
2022
Q3 		$6.4M Sell
193,221
-1,584
-0.8% -$52.7K 0.19% 188
2022
Q2 		$5.88M Sell
194,805
-1,591
-0.8% -$48.9K 0.16% 230
2022
Q1 		$6.83M Sell
196,396
-40,323
-17% -$1.48M 0.16% 233
2021
Q4 		$8.51M Sell
236,719
-6,131
-3% -$214K 0.18% 211
2021
Q3 		$7.97M Sell
242,850
-10,644
-4% -$319K 0.18% 209
2021
Q2 		$8.11M Sell
253,494
-10,762
-4% -$362K 0.17% 226
2021
Q1 		$9.02M Sell
264,256
-14,517
-5% -$477K 0.18% 205
2020
Q4 		$7.93M Sell
278,773
-1,652
-0.6% -$39K 0.18% 201
2020
Q3 		$4.75M Buy
280,425
+953
+0.3% +$17.2K 0.14% 288
2020
Q2 		$5.62M Buy
279,472
+1,923
+0.7% +$36.8K 0.16% 225
2020
Q1 		$5.08M Sell
277,549
-197,663
-42% -$5.1M 0.19% 184
2019
Q4 		$14.7M Sell
475,212
-129,546
-21% -$3.91M 0.36% 45
2019
Q3 		$17.1M Sell
604,758
-68,670
-10% -$1.88M 0.43% 27
2019
Q2 		$19.2M Sell
673,428
-9,207
-1% -$251K 0.46% 22
2019
Q1 		$17M Sell
682,635
-100,744
-13% -$2.62M 0.4% 35
2018
Q4 		$16.8M Sell
783,379
-7,516
-1% -$186K 0.42% 35
2018
Q3 		$22.1M Buy
790,895
+119,479
+18% +$3.62M 0.41% 34
2018
Q2 		$20.6M Buy
671,416
+209,015
+45% +$6.81M 0.38% 39
2018
Q1 		$14.6M Buy
462,401
+56,204
+14% +$1.76M 0.29% 76
2017
Q4 		$11.4M Sell
406,197
-189,464
-32% -$5.29M 0.2% 146
2017
Q3 		$17M Sell
595,661
-336,003
-36% -$9.08M 0.31% 67
2017
Q2 		$25.9M Sell
931,664
-117,470
-11% -$3.18M 0.5% 18
2017
Q1 		$29.1M Sell
1,049,134
-195,246
-16% -$5.56M 0.51% 17
2016
Q4 		$36.9M Buy
1,244,380
+17,563
+1% +$440K 0.64% 5
2016
Q3 		$25.8M Sell
1,226,817
-39,412
-3% -$782K 0.49% 17
2016
Q2 		$23.2M Buy
1,266,229
+324,946
+35% +$6.28M 0.47% 26
2016
Q1 		$17.4M Buy
941,283
+238,589
+34% +$4.23M 0.35% 55
2015
Q4 		$13.7M Buy
702,694
+502,581
+251% +$10.2M 0.28% 94
2015
Q3 		$4.09M Buy
200,113
+1,874
+0.9% +$38.3K 0.08% 417
2015
Q2 		$4.14M Buy
198,239
+41,217
+26% +$792K 0.07% 443
2015
Q1 		$2.96M Sell
157,022
-80,985
-34% -$1.5M 0.05% 513
2014
Q4 		$4.51M Sell
238,007
-4,184
-2% -$73.8K 0.08% 424
2014
Q3 		$3.99M Buy
+242,191
New +$4.03M 0.08% 426

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
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
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Kennedy Capital Management's UCB Position: Q3 2023 in Review

Kennedy Capital Management sold out of United Community Banks (UCB) in Q3 2023, closing a stake of 178,476 shares — an estimated $4.46M sold.

Kennedy Capital Management first reported a position in UCB in Q3 2014 and held it in 36 quarters. The position peaked at $36.9M in Q4 2016. 235 funds tracked by Wall St. Rank hold UCB as of Q3 2023.

  • Kennedy Capital Management reported no remaining United Community Banks position as of Q3 2023 after selling out during the quarter.
  • Kennedy Capital Management sold 178,476 United Community Banks shares in Q3 2023, an estimated $4.46M.
  • Kennedy Capital Management first reported a position in United Community Banks in Q3 2014 and held it in 36 quarters.
  • Kennedy Capital Management's United Community Banks position peaked at $36.9M in Q4 2016.
  • 235 funds tracked by Wall St. Rank held United Community Banks as of Q3 2023.

Based on Kennedy Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.