MIIM
UCB

Mesirow Institutional Investment Management’s United Community Banks UCB Stock Holding History

Mesirow Institutional Investment 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
Q4 		$15.7M Buy
+486,974
New +$15.1M 1.21% 27
2023
Q4 		– Sell
-289,406
Closed -$7.35M – 135
2023
Q3 		$7.35M Buy
289,406
+5,856
+2% +$159K 0.75% 76
2023
Q2 		$7.09M Buy
283,550
+33,795
+14% +$839K 0.73% 77
2023
Q1 		$7.02M Buy
249,755
+7,455
+3% +$236K 0.76% 66
2022
Q4 		$8.19M Sell
242,300
-49,460
-17% -$1.79M 1.08% 49
2022
Q3 		$9.66M Buy
+291,760
New +$9.7M 1.4% 23

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Mesirow Institutional Investment Management's UCB Position: Q4 2024 in Review

Mesirow Institutional Investment Management opened a new position in United Community Banks (UCB) in Q4 2024: 486,974 shares worth $15.7M. The stake represents 1.21% of the portfolio and ranks #27 among its holdings. This is a return to the name: Mesirow Institutional Investment Management previously reported a position in UCB as recently as Q3 2023.

Mesirow Institutional Investment Management first reported a position in UCB in Q3 2022 and has held it in 6 quarters since. 273 funds tracked by Wall St. Rank hold UCB as of Q4 2024.

  • Mesirow Institutional Investment Management held 486,974 shares of United Community Banks worth $15.7M as of Q4 2024.
  • United Community Banks was a new Mesirow Institutional Investment Management position in Q4 2024.
  • United Community Banks made up 1.21% of Mesirow Institutional Investment Management's portfolio in Q4 2024, its #27 holding.
  • Mesirow Institutional Investment Management first reported a position in United Community Banks in Q3 2022 and has held it in 6 quarters since.
  • 273 funds tracked by Wall St. Rank held United Community Banks as of Q4 2024.

Based on Mesirow Institutional Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.