KIG
UCB

Kowal Investment Group’s United Community Banks UCB Stock Holding History

Kowal Investment Group’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
2021
Q4 		– Sell
-95
Closed -$3K – 981
2021
Q3 		$3K Buy
+95
New +$2.85K ﹤0.01% 764

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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Kowal Investment Group's UCB Position: Q4 2021 in Review

Kowal Investment Group sold out of United Community Banks (UCB) in Q4 2021, closing a stake of 95 shares — an estimated $3K sold.

Kowal Investment Group first reported a position in UCB in Q3 2021 and held it in 1 quarter. The position peaked at $3K in Q3 2021. 231 funds tracked by Wall St. Rank hold UCB as of Q4 2021.

  • Kowal Investment Group reported no remaining United Community Banks position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 95 United Community Banks shares in Q4 2021, an estimated $3K.
  • Kowal Investment Group first reported a position in United Community Banks in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's United Community Banks position peaked at $3K in Q3 2021.
  • 231 funds tracked by Wall St. Rank held United Community Banks as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.