NIM
UCB

Northeast Investment Management’s United Community Banks UCB Stock Holding History

Northeast 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
2021
Q2 		– Sell
-10,005
Closed -$341K – 196
2021
Q1 		$341K Sell
10,005
-1
-0% -$33 0.02% 151
2020
Q4 		$285K Buy
+10,006
New +$236K 0.02% 155

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northeast Investment Management's UCB Position: Q2 2021 in Review

Northeast Investment Management sold out of United Community Banks (UCB) in Q2 2021, closing a stake of 10,005 shares — an estimated $341K sold.

Northeast Investment Management first reported a position in UCB in Q4 2020 and held it in 2 quarters. The position peaked at $341K in Q1 2021. 226 funds tracked by Wall St. Rank hold UCB as of Q2 2021.

  • Northeast Investment Management reported no remaining United Community Banks position as of Q2 2021 after selling out during the quarter.
  • Northeast Investment Management sold 10,005 United Community Banks shares in Q2 2021, an estimated $341K.
  • Northeast Investment Management first reported a position in United Community Banks in Q4 2020 and held it in 2 quarters.
  • Northeast Investment Management's United Community Banks position peaked at $341K in Q1 2021.
  • 226 funds tracked by Wall St. Rank held United Community Banks as of Q2 2021.

Based on Northeast Investment Management's 13F filing for Q2 2021, filed 5 Aug 2021.