PFM
UCB

Parsec Financial Management’s United Community Banks UCB Stock Holding History

Parsec Financial 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
2023
Q1 		$303K Sell
10,773
-315
-3% -$9.95K 0.01% 256
2022
Q4 		$375K Buy
11,088
+2,627
+31% +$95.3K 0.02% 227
2022
Q3 		$280K Buy
+8,461
New +$281K 0.01% 239

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Parsec Financial Management's UCB Position: Q1 2023 in Review

Parsec Financial Management reduced its United Community Banks (UCB) stake by 2.8% in Q1 2023, selling an estimated $9.95K and leaving 10,773 shares worth $303K. The position accounts for 0.01% of the portfolio, ranked #256.

Parsec Financial Management first reported a position in UCB in Q3 2022 and has held it in 3 quarters since. The position peaked at $375K in Q4 2022. 249 funds tracked by Wall St. Rank hold UCB as of Q1 2023.

  • Parsec Financial Management held 10,773 shares of United Community Banks worth $303K as of Q1 2023.
  • Parsec Financial Management sold 315 United Community Banks shares in Q1 2023, an estimated $9.95K.
  • United Community Banks made up 0.01% of Parsec Financial Management's portfolio in Q1 2023, its #256 holding.
  • Parsec Financial Management first reported a position in United Community Banks in Q3 2022 and has held it in 3 quarters since.
  • Parsec Financial Management's United Community Banks position peaked at $375K in Q4 2022.
  • 249 funds tracked by Wall St. Rank held United Community Banks as of Q1 2023.

Based on Parsec Financial Management's 13F filing for Q1 2023, filed 6 Apr 2023.