Nachman Norwood & Parrott’s United Community Banks UCB Stock Holding History

Nachman Norwood & Parrott’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
2021 Q2	$4.57M	Sell	141,898 -10,000	-7%	-$337K	0.46%	40
2021 Q1	$5.21M	Sell	151,898 -20,000	-12%	-$657K	0.57%	35
2020 Q4	$4.92M	Buy	171,898 +1,977	+1%	+$46.7K	0.57%	33
2020 Q3	$2.91M	Buy	169,921 +1,806	+1%	+$32.5K	0.39%	50
2020 Q2	$3.41M	Buy	168,115 +1,300	+0.8%	+$24.9K	0.57%	33
2020 Q1	$3.08M	Buy	166,815 +9,596	+6%	+$248K	0.62%	31
2019 Q4	$4.86M	Buy	157,219 +1,834	+1%	+$55.4K	0.8%	21
2019 Q3	$4.41M	Buy	155,385 +849	+0.5%	+$23.3K	0.78%	22
2019 Q2	$4.41M	Buy	+154,536	New	+$4.22M	0.79%	20

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

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

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

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

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

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

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

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

Nachman Norwood & Parrott's UCB Position: Q2 2021 in Review

Nachman Norwood & Parrott reduced its United Community Banks (UCB) stake by 6.6% in Q2 2021, selling an estimated $337K and leaving 141,898 shares worth $4.57M. The position accounts for 0.46% of the portfolio, ranked #40.

Nachman Norwood & Parrott first reported a position in UCB in Q2 2019 and has held it in 9 quarters since. The position peaked at $5.21M in Q1 2021. 226 funds tracked by Wall St. Rank hold UCB as of Q2 2021.

Nachman Norwood & Parrott held 141,898 shares of United Community Banks worth $4.57M as of Q2 2021.
Nachman Norwood & Parrott sold 10,000 United Community Banks shares in Q2 2021, an estimated $337K.
United Community Banks made up 0.46% of Nachman Norwood & Parrott's portfolio in Q2 2021, its #40 holding.
Nachman Norwood & Parrott first reported a position in United Community Banks in Q2 2019 and has held it in 9 quarters since.
Nachman Norwood & Parrott's United Community Banks position peaked at $5.21M in Q1 2021.
226 funds tracked by Wall St. Rank held United Community Banks as of Q2 2021.

Based on Nachman Norwood & Parrott's 13F filing for Q2 2021, filed 13 Aug 2021.