LIA
UCB

LS Investment Advisors’s United Community Banks UCB Stock Holding History

LS Investment 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
2020
Q3 		– Sell
-2,345
Closed -$47K – 1491
2020
Q2 		$47K Hold
2,345
– – ﹤0.01% 1192
2020
Q1 		$43K Hold
2,345
– – ﹤0.01% 1148
2019
Q4 		$72K Hold
2,345
– – ﹤0.01% 1225
2019
Q3 		$66K Hold
2,345
– – ﹤0.01% 1218
2019
Q2 		$67K Sell
2,345
-96
-4% -$2.62K ﹤0.01% 1219
2019
Q1 		$61K Hold
2,441
– – ﹤0.01% 1248
2018
Q4 		$52K Buy
2,441
+191
+8% +$4.71K ﹤0.01% 1263
2018
Q3 		$63K Hold
2,250
– – ﹤0.01% 1255
2018
Q2 		$69K Buy
2,250
+77
+4% +$2.51K ﹤0.01% 1226
2018
Q1 		$69K Buy
2,173
+85
+4% +$2.66K ﹤0.01% 1203
2017
Q4 		$59K Sell
2,088
-3,658
-64% -$102K ﹤0.01% 1262
2017
Q3 		$164K Buy
5,746
+753
+15% +$20.3K 0.01% 1012
2017
Q2 		$139K Hold
4,993
– – 0.01% 1024
2017
Q1 		$138K Buy
4,993
+2,355
+89% +$67K 0.01% 1007
2016
Q4 		$78K Buy
2,638
+102
+4% +$2.56K 0.01% 1122
2016
Q3 		$53K Hold
2,536
– – ﹤0.01% 1194
2016
Q2 		$46K Buy
2,536
+418
+20% +$8.07K ﹤0.01% 1240
2016
Q1 		$39K Buy
2,118
+235
+12% +$4.17K ﹤0.01% 1265
2015
Q4 		$37K Hold
1,883
– – ﹤0.01% 1270
2015
Q3 		$38K Buy
1,883
+359
+24% +$7.34K ﹤0.01% 1260
2015
Q2 		$32K Buy
+1,524
New +$29.3K ﹤0.01% 1367

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

LS Investment Advisors's UCB Position: Q3 2020 in Review

LS Investment Advisors sold out of United Community Banks (UCB) in Q3 2020, closing a stake of 2,345 shares — an estimated $47K sold.

LS Investment Advisors first reported a position in UCB in Q2 2015 and held it in 21 quarters. The position peaked at $164K in Q3 2017. 190 funds tracked by Wall St. Rank hold UCB as of Q3 2020.

  • LS Investment Advisors reported no remaining United Community Banks position as of Q3 2020 after selling out during the quarter.
  • LS Investment Advisors sold 2,345 United Community Banks shares in Q3 2020, an estimated $47K.
  • LS Investment Advisors first reported a position in United Community Banks in Q2 2015 and held it in 21 quarters.
  • LS Investment Advisors's United Community Banks position peaked at $164K in Q3 2017.
  • 190 funds tracked by Wall St. Rank held United Community Banks as of Q3 2020.

Based on LS Investment Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.