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

Private Capital 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
2022 Q2	$10K	Hold	333	–	–	0.01%	1053
2022 Q1	$12K	Buy	333 +36	+12%	+$1.33K	﹤0.01%	1225
2021 Q4	$11K	Buy	297 +5	+2%	+$175	﹤0.01%	1271
2021 Q3	$10K	Sell	292 -37	-11%	-$1.11K	﹤0.01%	1346
2021 Q2	$11K	Sell	329 -27	-8%	-$909	﹤0.01%	1315
2021 Q1	$12K	Sell	356 -118	-25%	-$3.88K	﹤0.01%	1249
2020 Q4	$14K	Sell	474 -160	-25%	-$3.78K	﹤0.01%	1319
2020 Q3	$11K	Sell	634 -119	-16%	-$2.14K	﹤0.01%	1306
2020 Q2	$15K	Buy	753 +21	+3%	+$402	﹤0.01%	1217
2020 Q1	$14K	Sell	732 -1,134	-61%	-$29.3K	﹤0.01%	1177
2019 Q4	$57K	Buy	1,866 +58	+3%	+$1.75K	0.01%	674
2019 Q3	$52K	Buy	1,808 +1,231	+213%	+$33.8K	0.01%	762
2019 Q2	$18K	Sell	577 -1,225	-68%	-$33.4K	﹤0.01%	1139
2019 Q1	$45K	Buy	1,802 +9	+0.5%	+$234	0.01%	831
2018 Q4	$39K	Buy	1,793 +1,216	+211%	+$30K	0.01%	787
2018 Q3	$16K	Hold	577	–	–	﹤0.01%	1254
2018 Q2	$17K	Hold	577	–	–	﹤0.01%	1190
2018 Q1	$18K	Buy	+577	New	+$18.1K	﹤0.01%	1127

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Private Capital Group's UCB Position: Q2 2022 in Review

Private Capital Group held its United Community Banks (UCB) position steady in Q2 2022 at 333 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #1053.

Private Capital Group first reported a position in UCB in Q1 2018 and has held it in 18 quarters since. The position peaked at $57K in Q4 2019. 247 funds tracked by Wall St. Rank hold UCB as of Q2 2022.

Private Capital Group held 333 shares of United Community Banks worth $10K as of Q2 2022.
Private Capital Group left its United Community Banks share count unchanged in Q2 2022.
United Community Banks made up 0.01% of Private Capital Group's portfolio in Q2 2022, its #1053 holding.
Private Capital Group first reported a position in United Community Banks in Q1 2018 and has held it in 18 quarters since.
Private Capital Group's United Community Banks position peaked at $57K in Q4 2019.
247 funds tracked by Wall St. Rank held United Community Banks as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.