LDB
UCB

Lee, Danner & Bass’s United Community Banks UCB Stock Holding History

Lee, Danner & Bass’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
Q1 		– Sell
-5,397
Closed -$174K – 737
2024
Q4 		$174K Buy
+5,397
New +$168K 0.01% 231

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Lee, Danner & Bass's UCB Position: Q1 2025 in Review

Lee, Danner & Bass sold out of United Community Banks (UCB) in Q1 2025, closing a stake of 5,397 shares — an estimated $174K sold.

Lee, Danner & Bass first reported a position in UCB in Q4 2024 and held it in 1 quarter. The position peaked at $174K in Q4 2024. 300 funds tracked by Wall St. Rank hold UCB as of Q1 2025.

  • Lee, Danner & Bass reported no remaining United Community Banks position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 5,397 United Community Banks shares in Q1 2025, an estimated $174K.
  • Lee, Danner & Bass first reported a position in United Community Banks in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's United Community Banks position peaked at $174K in Q4 2024.
  • 300 funds tracked by Wall St. Rank held United Community Banks as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.