PFO
UCB

Pathstone Family Office’s United Community Banks UCB Stock Holding History

Pathstone Family Office’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
Q1 		– Sell
-22
Closed -$1K – 1373
2020
Q4 		$1K Hold
22
– – ﹤0.01% 1122
2020
Q3 		$0 Sell
22
-22
-50% -$396 ﹤0.01% 1018
2020
Q2 		$0 Buy
+44
New +$843 ﹤0.01% 996
2019
Q2 		– Sell
-105
Closed -$3K – 930
2019
Q1 		$3K Buy
+105
New +$2.73K ﹤0.01% 725

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Pathstone Family Office's UCB Position: Q1 2021 in Review

Pathstone Family Office sold out of United Community Banks (UCB) in Q1 2021, closing a stake of 22 shares — an estimated $1K sold.

Pathstone Family Office first reported a position in UCB in Q1 2019 and held it in 4 quarters. The position peaked at $3K in Q1 2019. 225 funds tracked by Wall St. Rank hold UCB as of Q1 2021.

  • Pathstone Family Office reported no remaining United Community Banks position as of Q1 2021 after selling out during the quarter.
  • Pathstone Family Office sold 22 United Community Banks shares in Q1 2021, an estimated $1K.
  • Pathstone Family Office first reported a position in United Community Banks in Q1 2019 and held it in 4 quarters.
  • Pathstone Family Office's United Community Banks position peaked at $3K in Q1 2019.
  • 225 funds tracked by Wall St. Rank held United Community Banks as of Q1 2021.

Based on Pathstone Family Office's 13F filing for Q1 2021, filed 14 May 2021.