LSV Asset Management’s United Community Banks UCB Stock Holding History

LSV Asset Management’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 Q3	–	Sell	-130,200	Closed	-$4.17M	–	925
2021 Q2	$4.17M	Hold	130,200	–	–	0.01%	582
2021 Q1	$4.44M	Hold	130,200	–	–	0.01%	581
2020 Q4	$3.7M	Hold	130,200	–	–	0.01%	613
2020 Q3	$2.2M	Hold	130,200	–	–	﹤0.01%	644
2020 Q2	$2.62M	Hold	130,200	–	–	0.01%	639
2020 Q1	$2.38M	Hold	130,200	–	–	0.01%	608
2019 Q4	$4.02M	Hold	130,200	–	–	0.01%	599
2019 Q3	$3.69M	Hold	130,200	–	–	0.01%	596
2019 Q2	$3.72M	Hold	130,200	–	–	0.01%	597
2019 Q1	$3.25M	Hold	130,200	–	–	0.01%	617
2018 Q4	$2.79M	Hold	130,200	–	–	0.01%	639
2018 Q3	$3.63M	Hold	130,200	–	–	0.01%	646
2018 Q2	$3.99M	Buy	+130,200	New	+$4.24M	0.01%	643

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LSV Asset Management's UCB Position: Q3 2021 in Review

LSV Asset Management sold out of United Community Banks (UCB) in Q3 2021, closing a stake of 130,200 shares — an estimated $4.17M sold.

LSV Asset Management first reported a position in UCB in Q2 2018 and held it in 13 quarters. The position peaked at $4.44M in Q1 2021. 218 funds tracked by Wall St. Rank hold UCB as of Q3 2021.

LSV Asset Management reported no remaining United Community Banks position as of Q3 2021 after selling out during the quarter.
LSV Asset Management sold 130,200 United Community Banks shares in Q3 2021, an estimated $4.17M.
LSV Asset Management first reported a position in United Community Banks in Q2 2018 and held it in 13 quarters.
LSV Asset Management's United Community Banks position peaked at $4.44M in Q1 2021.
218 funds tracked by Wall St. Rank held United Community Banks as of Q3 2021.

Based on LSV Asset Management's 13F filing for Q3 2021, filed 4 Nov 2021.