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Neo Ivy Capital Management’s United Community Banks UCB Stock Holding History

Neo Ivy 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
2023
Q4 		– Sell
-692
Closed -$18K – 477
2023
Q3 		$18K Buy
+692
New +$18.8K 0.01% 293
2022
Q4 		$1K Buy
+30
New +$1.09K ﹤0.01% 311
2022
Q2 		– Sell
-864
Closed -$30K – 643
2022
Q1 		$30K Buy
+864
New +$31.8K 0.03% 412

Other funds holding UCB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Snyder Capital Management
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Neo Ivy Capital Management's UCB Position: Q4 2023 in Review

Neo Ivy Capital Management sold out of United Community Banks (UCB) in Q4 2023, closing a stake of 692 shares — an estimated $18K sold.

Neo Ivy Capital Management first reported a position in UCB in Q1 2022 and held it in 3 quarters. The position peaked at $30K in Q1 2022. 255 funds tracked by Wall St. Rank hold UCB as of Q4 2023.

  • Neo Ivy Capital Management reported no remaining United Community Banks position as of Q4 2023 after selling out during the quarter.
  • Neo Ivy Capital Management sold 692 United Community Banks shares in Q4 2023, an estimated $18K.
  • Neo Ivy Capital Management first reported a position in United Community Banks in Q1 2022 and held it in 3 quarters.
  • Neo Ivy Capital Management's United Community Banks position peaked at $30K in Q1 2022.
  • 255 funds tracked by Wall St. Rank held United Community Banks as of Q4 2023.

Based on Neo Ivy Capital Management's 13F filing for Q4 2023, filed 26 Feb 2024.