McMillion Capital Management’s United Community Banks UCB Stock Holding History

McMillion Capital 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
2022 Q3	–	Sell	-54	Closed	-$2K	–	220
2022 Q2	$2K	Buy	+54	New	+$1.66K	﹤0.01%	213
2021 Q1	–	Sell	-54	Closed	-$2K	–	301
2020 Q4	$2K	Buy	+54	New	+$1.27K	﹤0.01%	281
2020 Q2	–	Sell	-54	Closed	-$1K	–	295
2020 Q1	$1K	Hold	54	–	–	﹤0.01%	294
2019 Q4	$2K	Hold	54	–	–	﹤0.01%	261
2019 Q3	$2K	Hold	54	–	–	﹤0.01%	265
2019 Q2	$2K	Buy	+54	New	+$1.47K	﹤0.01%	270

Other funds holding UCB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

SCM

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

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

McMillion Capital Management's UCB Position: Q3 2022 in Review

McMillion Capital Management sold out of United Community Banks (UCB) in Q3 2022, closing a stake of 54 shares — an estimated $2K sold.

McMillion Capital Management first reported a position in UCB in Q2 2019 and held it in 6 quarters. The position peaked at $2K in Q2 2022. 248 funds tracked by Wall St. Rank hold UCB as of Q3 2022.

McMillion Capital Management reported no remaining United Community Banks position as of Q3 2022 after selling out during the quarter.
McMillion Capital Management sold 54 United Community Banks shares in Q3 2022, an estimated $2K.
McMillion Capital Management first reported a position in United Community Banks in Q2 2019 and held it in 6 quarters.
McMillion Capital Management's United Community Banks position peaked at $2K in Q2 2022.
248 funds tracked by Wall St. Rank held United Community Banks as of Q3 2022.

Based on McMillion Capital Management's 13F filing for Q3 2022, filed 3 Nov 2022.