PP
UCB

Paloma Partners’s United Community Banks UCB Stock Holding History

Paloma Partners’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
Q4 		– Sell
-9,018
Closed -$262K – 1133
2024
Q3 		$262K Buy
+9,018
New +$259K 0.01% 868
2024
Q2 		– Sell
-9,897
Closed -$260K – 1506
2024
Q1 		$260K Buy
+9,897
New +$267K 0.01% 549
2022
Q2 		– Sell
-8,584
Closed -$299K – 1836
2022
Q1 		$299K Buy
+8,584
New +$316K 0.01% 1144
2021
Q3 		– Sell
-6,377
Closed -$203K – 1996
2021
Q2 		$203K Sell
6,377
-9,186
-59% -$309K ﹤0.01% 1544
2021
Q1 		$531K Buy
+15,563
New +$511K 0.01% 1068
2020
Q4 		– Sell
-13,038
Closed -$221K – 2322
2020
Q3 		$221K Buy
13,038
+983
+8% +$17.7K 0.01% 1691
2020
Q2 		$242K Buy
+12,055
New +$231K ﹤0.01% 1590
2020
Q1 		– Sell
-9,566
Closed -$295K – 2198
2019
Q4 		$295K Buy
+9,566
New +$289K ﹤0.01% 1766
2019
Q1 		– Sell
-15,565
Closed -$334K – 1996
2018
Q4 		$334K Buy
15,565
+7,360
+90% +$182K 0.01% 826
2018
Q3 		$228K Buy
+8,205
New +$249K ﹤0.01% 1339
2017
Q4 		– Sell
-29,620
Closed -$846K – 2366
2017
Q3 		$846K Buy
29,620
+21,336
+258% +$576K 0.01% 1245
2017
Q2 		$230K Buy
+8,284
New +$224K ﹤0.01% 1935
2017
Q1 		– Sell
-24,800
Closed -$735K – 2280
2016
Q4 		$735K Buy
+24,800
New +$621K 0.01% 1333
2014
Q4 		– Sell
-10,626
Closed -$175K – 1412
2014
Q3 		$175K Buy
+10,626
New +$177K 0.01% 860

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Paloma Partners's UCB Position: Q4 2024 in Review

Paloma Partners sold out of United Community Banks (UCB) in Q4 2024, closing a stake of 9,018 shares — an estimated $262K sold.

Paloma Partners first reported a position in UCB in Q3 2014 and held it in 14 quarters. The position peaked at $846K in Q3 2017. 273 funds tracked by Wall St. Rank hold UCB as of Q4 2024.

  • Paloma Partners reported no remaining United Community Banks position as of Q4 2024 after selling out during the quarter.
  • Paloma Partners sold 9,018 United Community Banks shares in Q4 2024, an estimated $262K.
  • Paloma Partners first reported a position in United Community Banks in Q3 2014 and held it in 14 quarters.
  • Paloma Partners's United Community Banks position peaked at $846K in Q3 2017.
  • 273 funds tracked by Wall St. Rank held United Community Banks as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.