Pictet Asset Management (Switzerland)’s United Community Banks UCB Stock Holding History

Pictet Asset Management (Switzerland)’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 Q2	$358K	Buy	14,345 +1,882	+15%	+$46.7K	﹤0.01%	1417
2023 Q1	$350K	Hold	12,463	–	–	﹤0.01%	1419
2022 Q4	$421K	Buy	12,463 +5,416	+77%	+$197K	﹤0.01%	1329
2022 Q3	$233K	Hold	7,047	–	–	﹤0.01%	1346
2022 Q2	$213K	Hold	7,047	–	–	﹤0.01%	1416
2022 Q1	$245K	Hold	7,047	–	–	﹤0.01%	1462
2021 Q4	$253K	Buy	7,047 +47	+0.7%	+$1.64K	﹤0.01%	1489
2021 Q3	$230K	Buy	+7,000	New	+$210K	﹤0.01%	1547

Other funds holding UCB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s UCB Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) increased its United Community Banks (UCB) stake by 15% in Q2 2023, buying an estimated $46.7K and bringing the position to 14,345 shares worth $358K. The position accounts for ﹤0.01% of the portfolio, ranked #1417.

Pictet Asset Management (Switzerland) first reported a position in UCB in Q3 2021 and has held it in 8 quarters since. The position peaked at $421K in Q4 2022. 242 funds tracked by Wall St. Rank hold UCB as of Q2 2023.

Pictet Asset Management (Switzerland) held 14,345 shares of United Community Banks worth $358K as of Q2 2023.
Pictet Asset Management (Switzerland) bought 1,882 United Community Banks shares in Q2 2023, an estimated $46.7K.
United Community Banks made up ﹤0.01% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #1417 holding.
Pictet Asset Management (Switzerland) first reported a position in United Community Banks in Q3 2021 and has held it in 8 quarters since.
Pictet Asset Management (Switzerland)'s United Community Banks position peaked at $421K in Q4 2022.
242 funds tracked by Wall St. Rank held United Community Banks as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.