OQS
UCB

Occudo Quantitative Strategies’s United Community Banks UCB Stock Holding History

Occudo Quantitative Strategies’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
2026
Q1 		$1.31M Buy
39,163
+26,950
+221% +$887K 0.07% 347
2025
Q4 		$381K Buy
+12,213
New +$377K 0.03% 446
2025
Q2 		– Sell
-10,500
Closed -$292K – 944
2025
Q1 		$292K Buy
+10,500
New +$328K 0.04% 477
2023
Q4 		– Sell
-17,830
Closed -$453K – 1264
2023
Q3 		$453K Sell
17,830
-2,024
-10% -$54.8K 0.06% 536
2023
Q2 		$496K Sell
19,854
-25,297
-56% -$628K 0.05% 561
2023
Q1 		$1.27M Buy
+45,151
New +$1.43M 0.12% 265
2021
Q4 		– Sell
-16,289
Closed -$535K – 1281
2021
Q3 		$535K Buy
+16,289
New +$488K 0.06% 512

Other funds holding UCB

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return