PAG
UCB

Private Advisor Group’s United Community Banks UCB Stock Holding History

Private Advisor Group’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
Q1 		– Sell
-6,954
Closed -$203K – 2428
2023
Q4 		$203K Buy
+6,954
New +$178K ﹤0.01% 2041
2020
Q3 		– Sell
-202
Closed -$4K – 3491
2020
Q2 		$4K Buy
+202
New +$3.87K ﹤0.01% 3376

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
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
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Private Advisor Group's UCB Position: Q1 2024 in Review

Private Advisor Group sold out of United Community Banks (UCB) in Q1 2024, closing a stake of 6,954 shares — an estimated $203K sold.

Private Advisor Group first reported a position in UCB in Q2 2020 and held it in 2 quarters. The position peaked at $203K in Q4 2023. 270 funds tracked by Wall St. Rank hold UCB as of Q1 2024.

  • Private Advisor Group reported no remaining United Community Banks position as of Q1 2024 after selling out during the quarter.
  • Private Advisor Group sold 6,954 United Community Banks shares in Q1 2024, an estimated $203K.
  • Private Advisor Group first reported a position in United Community Banks in Q2 2020 and held it in 2 quarters.
  • Private Advisor Group's United Community Banks position peaked at $203K in Q4 2023.
  • 270 funds tracked by Wall St. Rank held United Community Banks as of Q1 2024.

Based on Private Advisor Group's 13F filing for Q1 2024, filed 30 Apr 2024.