Lumature Wealth Partners’s United Community Banks UCB Stock Holding History

Lumature Wealth Partners’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
2023 Q2	$20.9K	Hold	836	–	–	0.01%	281
2023 Q1	$23.5K	Hold	836	–	–	0.01%	265
2022 Q4	$28.3K	Hold	836	–	–	0.02%	249
2022 Q3	$28K	Hold	836	–	–	0.02%	260
2022 Q2	$25K	Hold	836	–	–	0.01%	276
2022 Q1	$29K	Hold	836	–	–	0.01%	288
2021 Q4	$30K	Hold	836	–	–	0.01%	269
2021 Q3	$27K	Buy	+836	New	+$25.1K	0.01%	269
2021 Q2	–	Sell	-836	Closed	-$29K	–	384
2021 Q1	$29K	Buy	+836	New	+$27.5K	0.02%	248

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

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

Lumature Wealth Partners's UCB Position: Q2 2023 in Review

Lumature Wealth Partners held its United Community Banks (UCB) position steady in Q2 2023 at 836 shares worth $20.9K. The position accounts for 0.01% of the portfolio, ranked #281.

Lumature Wealth Partners first reported a position in UCB in Q1 2021 and has held it in 9 quarters since. The position peaked at $30K in Q4 2021. 242 funds tracked by Wall St. Rank hold UCB as of Q2 2023.

Lumature Wealth Partners held 836 shares of United Community Banks worth $20.9K as of Q2 2023.
Lumature Wealth Partners left its United Community Banks share count unchanged in Q2 2023.
United Community Banks made up 0.01% of Lumature Wealth Partners's portfolio in Q2 2023, its #281 holding.
Lumature Wealth Partners first reported a position in United Community Banks in Q1 2021 and has held it in 9 quarters since.
Lumature Wealth Partners's United Community Banks position peaked at $30K in Q4 2021.
242 funds tracked by Wall St. Rank held United Community Banks as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.