New York Life Investment Management’s United Community Banks UCB Stock Holding History

New York Life 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 Q1	–	Sell	-12,375	Closed	-$362K	–	1549
2023 Q4	$362K	Sell	12,375 -287	-2%	-$7.33K	﹤0.01%	1089
2023 Q3	$322K	Sell	12,662 -2,012	-14%	-$54.5K	﹤0.01%	1087
2023 Q2	$367K	Sell	14,674 -2,007	-12%	-$49.8K	﹤0.01%	1115
2023 Q1	$469K	Buy	16,681 +383	+2%	+$12.1K	0.01%	1088
2022 Q4	$551K	Buy	16,298 +1,835	+13%	+$66.6K	0.01%	850
2022 Q3	$479K	Buy	14,463 +1,062	+8%	+$35.3K	0.01%	781
2022 Q2	$405K	Buy	+13,401	New	+$412K	﹤0.01%	950

Other funds holding UCB

BlackRock New York $6.73T AUM 46.02% 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

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

New York Life Investment Management's UCB Position: Q1 2024 in Review

New York Life Investment Management sold out of United Community Banks (UCB) in Q1 2024, closing a stake of 12,375 shares — an estimated $362K sold.

New York Life Investment Management first reported a position in UCB in Q2 2022 and held it in 7 quarters. The position peaked at $551K in Q4 2022. 270 funds tracked by Wall St. Rank hold UCB as of Q1 2024.

New York Life Investment Management reported no remaining United Community Banks position as of Q1 2024 after selling out during the quarter.
New York Life Investment Management sold 12,375 United Community Banks shares in Q1 2024, an estimated $362K.
New York Life Investment Management first reported a position in United Community Banks in Q2 2022 and held it in 7 quarters.
New York Life Investment Management's United Community Banks position peaked at $551K in Q4 2022.
270 funds tracked by Wall St. Rank held United Community Banks as of Q1 2024.

Based on New York Life Investment Management's 13F filing for Q1 2024, filed 6 May 2024.