NIG
UCB

NFJ Investment Group’s United Community Banks UCB Stock Holding History

NFJ Investment Group’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
2022
Q4 		– Sell
-122,974
Closed -$4.53M – 305
2022
Q3 		$4.53M Sell
122,974
-2,447
-2% -$81.3K 0.12% 197
2022
Q2 		$3.79M Sell
125,421
-1,836
-1% -$56.5K 0.09% 219
2022
Q1 		$4.43M Sell
127,257
-465
-0.4% -$17.1K 0.09% 223
2021
Q4 		$4.59M Sell
127,722
-7,252
-5% -$253K 0.08% 231
2021
Q3 		$4.43M Sell
134,974
-13,613
-9% -$408K 0.09% 231
2021
Q2 		$4.76M Sell
148,587
-5,461
-4% -$184K 0.09% 235
2021
Q1 		$5.26M Buy
+154,048
New +$5.06M 0.11% 231

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

NFJ Investment Group's UCB Position: Q4 2022 in Review

NFJ Investment Group sold out of United Community Banks (UCB) in Q4 2022, closing a stake of 122,974 shares — an estimated $4.53M sold.

NFJ Investment Group first reported a position in UCB in Q1 2021 and held it in 7 quarters. The position peaked at $5.26M in Q1 2021. 276 funds tracked by Wall St. Rank hold UCB as of Q4 2022.

  • NFJ Investment Group reported no remaining United Community Banks position as of Q4 2022 after selling out during the quarter.
  • NFJ Investment Group sold 122,974 United Community Banks shares in Q4 2022, an estimated $4.53M.
  • NFJ Investment Group first reported a position in United Community Banks in Q1 2021 and held it in 7 quarters.
  • NFJ Investment Group's United Community Banks position peaked at $5.26M in Q1 2021.
  • 276 funds tracked by Wall St. Rank held United Community Banks as of Q4 2022.

Based on NFJ Investment Group's 13F filing for Q4 2022, filed 14 Feb 2023.