Knights of Columbus Asset Advisors’s United Community Banks UCB Stock Holding History

Knights of Columbus Asset Advisors’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
2022 Q4	–	Sell	-84,427	Closed	-$2.79M	–	359
2022 Q3	$2.79M	Sell	84,427 -186	-0.2%	-$6.18K	0.29%	113
2022 Q2	$2.55M	Buy	84,613 +1,065	+1%	+$32.8K	0.25%	124
2022 Q1	$2.91M	Sell	83,548 -7	-0%	-$258	0.25%	128
2021 Q4	$3M	Buy	83,555 +651	+0.8%	+$22.7K	0.24%	129
2021 Q3	$2.72M	Buy	+82,904	New	+$2.48M	0.24%	130
2020 Q3	–	Sell	-57,898	Closed	-$1.17M	–	338
2020 Q2	$1.17M	Hold	57,898	–	–	0.14%	229
2020 Q1	$1.06M	Sell	57,898 -19,294	-25%	-$498K	0.13%	234
2019 Q4	$2.38M	Buy	+77,192	New	+$2.33M	0.21%	148

Other funds holding UCB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

SCM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Knights of Columbus Asset Advisors's UCB Position: Q4 2022 in Review

Knights of Columbus Asset Advisors sold out of United Community Banks (UCB) in Q4 2022, closing a stake of 84,427 shares — an estimated $2.79M sold.

Knights of Columbus Asset Advisors first reported a position in UCB in Q4 2019 and held it in 8 quarters. The position peaked at $3M in Q4 2021. 276 funds tracked by Wall St. Rank hold UCB as of Q4 2022.

Knights of Columbus Asset Advisors reported no remaining United Community Banks position as of Q4 2022 after selling out during the quarter.
Knights of Columbus Asset Advisors sold 84,427 United Community Banks shares in Q4 2022, an estimated $2.79M.
Knights of Columbus Asset Advisors first reported a position in United Community Banks in Q4 2019 and held it in 8 quarters.
Knights of Columbus Asset Advisors's United Community Banks position peaked at $3M in Q4 2021.
276 funds tracked by Wall St. Rank held United Community Banks as of Q4 2022.

Based on Knights of Columbus Asset Advisors's 13F filing for Q4 2022, filed 31 Jan 2023.