KFI
UCB

Key Financial Inc’s United Community Banks UCB Stock Holding History

Key Financial Inc’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
Q1 		– Sell
-323
Closed -$10.7K – 1223
2022
Q4 		$10.7K Hold
323
– – 0.01% 614
2022
Q3 		$11K Hold
323
– – 0.01% 624
2022
Q2 		$10K Hold
323
– – 0.01% 645
2022
Q1 		$11K Buy
+323
New +$11.9K 0.01% 623

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Key Financial Inc's UCB Position: Q1 2023 in Review

Key Financial Inc sold out of United Community Banks (UCB) in Q1 2023, closing a stake of 323 shares — an estimated $10.7K sold.

Key Financial Inc first reported a position in UCB in Q1 2022 and held it in 4 quarters. The position peaked at $11K in Q3 2022. 249 funds tracked by Wall St. Rank hold UCB as of Q1 2023.

  • Key Financial Inc reported no remaining United Community Banks position as of Q1 2023 after selling out during the quarter.
  • Key Financial Inc sold 323 United Community Banks shares in Q1 2023, an estimated $10.7K.
  • Key Financial Inc first reported a position in United Community Banks in Q1 2022 and held it in 4 quarters.
  • Key Financial Inc's United Community Banks position peaked at $11K in Q3 2022.
  • 249 funds tracked by Wall St. Rank held United Community Banks as of Q1 2023.

Based on Key Financial Inc's 13F filing for Q1 2023, filed 2 May 2023.