MM
UCB

Meridian Management’s United Community Banks UCB Stock Holding History

Meridian 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
2024
Q3 		– Sell
-10,924
Closed -$278K – 101
2024
Q2 		$278K Hold
10,924
– – 0.08% 83
2024
Q1 		$288K Hold
10,924
– – 0.08% 83
2023
Q4 		$298K Hold
10,924
– – 0.08% 81
2023
Q3 		$278K Hold
10,924
– – 0.09% 81
2023
Q2 		$273K Hold
10,924
– – 0.09% 84
2023
Q1 		$307K Hold
10,924
– – 0.1% 75
2022
Q4 		$369K Hold
10,924
– – 0.13% 64
2022
Q3 		$362K Hold
10,924
– – 0.14% 62
2022
Q2 		$330K Hold
10,924
– – 0.13% 61
2022
Q1 		$380K Buy
+10,924
New +$402K 0.12% 67

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
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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Meridian Management's UCB Position: Q3 2024 in Review

Meridian Management sold out of United Community Banks (UCB) in Q3 2024, closing a stake of 10,924 shares — an estimated $278K sold.

Meridian Management first reported a position in UCB in Q1 2022 and held it in 10 quarters. The position peaked at $380K in Q1 2022. 275 funds tracked by Wall St. Rank hold UCB as of Q3 2024.

  • Meridian Management reported no remaining United Community Banks position as of Q3 2024 after selling out during the quarter.
  • Meridian Management sold 10,924 United Community Banks shares in Q3 2024, an estimated $278K.
  • Meridian Management first reported a position in United Community Banks in Q1 2022 and held it in 10 quarters.
  • Meridian Management's United Community Banks position peaked at $380K in Q1 2022.
  • 275 funds tracked by Wall St. Rank held United Community Banks as of Q3 2024.

Based on Meridian Management's 13F filing for Q3 2024, filed 4 Nov 2024.