LF
UCB

Lee Financial’s United Community Banks UCB Stock Holding History

Lee Financial’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
2024
Q1 		– Sell
-2,749
Closed -$80.4K – 850
2023
Q4 		$80.4K Hold
2,749
– – 0.01% 192
2023
Q3 		$69.9K Hold
2,749
– – 0.01% 187
2023
Q2 		$68.7K Hold
2,749
– – 0.01% 195
2023
Q1 		$77.3K Hold
2,749
– – 0.01% 200
2022
Q4 		$92.9K Hold
2,749
– – 0.02% 201
2022
Q3 		$91K Hold
2,749
– – 0.02% 198
2022
Q2 		$83K Hold
2,749
– – 0.02% 201
2022
Q1 		$96K Buy
+2,749
New +$101K 0.02% 189

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Lee Financial's UCB Position: Q1 2024 in Review

Lee Financial sold out of United Community Banks (UCB) in Q1 2024, closing a stake of 2,749 shares — an estimated $80.4K sold.

Lee Financial first reported a position in UCB in Q1 2022 and held it in 8 quarters. The position peaked at $96K in Q1 2022. 270 funds tracked by Wall St. Rank hold UCB as of Q1 2024.

  • Lee Financial reported no remaining United Community Banks position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 2,749 United Community Banks shares in Q1 2024, an estimated $80.4K.
  • Lee Financial first reported a position in United Community Banks in Q1 2022 and held it in 8 quarters.
  • Lee Financial's United Community Banks position peaked at $96K in Q1 2022.
  • 270 funds tracked by Wall St. Rank held United Community Banks as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.