Migdal Insurance & Financial Holdings’s United Community Banks UCB Stock Holding History

Migdal Insurance & Financial Holdings’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
2019 Q4	–	Sell	-633	Closed	-$18K	–	802
2019 Q3	$18K	Sell	633 -302	-32%	-$8.28K	﹤0.01%	670
2019 Q2	$27K	Sell	935 -351	-27%	-$9.58K	﹤0.01%	642
2019 Q1	$32K	Sell	1,286 -86	-6%	-$2.23K	﹤0.01%	636
2018 Q4	$29K	Sell	1,372 -716	-34%	-$17.7K	﹤0.01%	612
2018 Q3	$58K	Buy	2,088 +201	+11%	+$6.09K	﹤0.01%	685
2018 Q2	$58K	Buy	1,887 +1,027	+119%	+$33.4K	﹤0.01%	614
2018 Q1	$27K	Buy	860 +270	+46%	+$8.45K	﹤0.01%	500
2017 Q4	$17K	Sell	590 -678	-53%	-$18.9K	﹤0.01%	510
2017 Q3	$47K	Buy	+1,268	New	+$34.3K	﹤0.01%	457

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Migdal Insurance & Financial Holdings's UCB Position: Q4 2019 in Review

Migdal Insurance & Financial Holdings sold out of United Community Banks (UCB) in Q4 2019, closing a stake of 633 shares — an estimated $18K sold.

Migdal Insurance & Financial Holdings first reported a position in UCB in Q3 2017 and held it in 9 quarters. The position peaked at $58K in Q3 2018. 233 funds tracked by Wall St. Rank hold UCB as of Q4 2019.

Migdal Insurance & Financial Holdings reported no remaining United Community Banks position as of Q4 2019 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 633 United Community Banks shares in Q4 2019, an estimated $18K.
Migdal Insurance & Financial Holdings first reported a position in United Community Banks in Q3 2017 and held it in 9 quarters.
Migdal Insurance & Financial Holdings's United Community Banks position peaked at $58K in Q3 2018.
233 funds tracked by Wall St. Rank held United Community Banks as of Q4 2019.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q4 2019, filed 13 Feb 2020.