QI
UCB

QS Investors’s United Community Banks UCB Stock Holding History

QS Investors’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
-18,000
Closed -$512K – 1252
2020
Q4 		$512K Hold
18,000
– – 0.01% 779
2020
Q3 		$305K Sell
18,000
-78,800
-81% -$1.42M ﹤0.01% 911
2020
Q2 		$1.95M Buy
+96,800
New +$1.85M 0.03% 503
2019
Q4 		– Sell
-138,318
Closed -$3.92M – 1662
2019
Q3 		$3.92M Sell
138,318
-8,076
-6% -$221K 0.04% 343
2019
Q2 		$4.18M Sell
146,394
-65,393
-31% -$1.79M 0.05% 323
2019
Q1 		$5.28M Sell
211,787
-4,919
-2% -$128K 0.06% 249
2018
Q4 		$4.65M Hold
216,706
– – 0.06% 233
2018
Q3 		$6.04M Sell
216,706
-228
-0.1% -$6.91K 0.06% 224
2018
Q2 		$6.65M Hold
216,934
– – 0.07% 211
2018
Q1 		$6.87M Sell
216,934
-14,948
-6% -$468K 0.07% 181
2017
Q4 		$6.53M Sell
231,882
-12,236
-5% -$341K 0.06% 217
2017
Q3 		$6.97M Sell
244,118
-10,001
-4% -$270K 0.06% 215
2017
Q2 		$7.07M Sell
254,119
-1,867
-0.7% -$50.5K 0.06% 199
2017
Q1 		$7.09M Sell
255,986
-1,914
-0.7% -$54.5K 0.06% 205
2016
Q4 		$7.64M Sell
257,900
-63,693
-20% -$1.6M 0.06% 221
2016
Q3 		$6.76M Hold
321,593
– – 0.05% 289
2016
Q2 		$5.88M Hold
321,593
– – 0.05% 337
2016
Q1 		$5.94M Hold
321,593
– – 0.06% 335
2015
Q4 		$6.27M Sell
321,593
-6,097
-2% -$124K 0.06% 312
2015
Q3 		$6.7M Sell
327,690
-624
-0.2% -$12.8K 0.07% 258
2015
Q2 		$6.85M Sell
328,314
-1,600
-0.5% -$30.8K 0.08% 286
2015
Q1 		$6.23M Hold
329,914
– – 0.07% 306
2014
Q4 		$6.25M Buy
+329,914
New +$5.82M 0.07% 302
2014
Q2 		– Sell
-46,700
Closed -$906K – 818
2014
Q1 		$906K Buy
46,700
+15,400
+49% +$274K 0.03% 371
2013
Q4 		$556K Hold
31,300
– – 0.02% 410
2013
Q3 		$470K Buy
+31,300
New +$455K 0.02% 433

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

QS Investors's UCB Position: Q1 2021 in Review

QS Investors sold out of United Community Banks (UCB) in Q1 2021, closing a stake of 18,000 shares — an estimated $512K sold.

QS Investors first reported a position in UCB in Q3 2013 and held it in 26 quarters. The position peaked at $7.64M in Q4 2016. 225 funds tracked by Wall St. Rank hold UCB as of Q1 2021.

  • QS Investors reported no remaining United Community Banks position as of Q1 2021 after selling out during the quarter.
  • QS Investors sold 18,000 United Community Banks shares in Q1 2021, an estimated $512K.
  • QS Investors first reported a position in United Community Banks in Q3 2013 and held it in 26 quarters.
  • QS Investors's United Community Banks position peaked at $7.64M in Q4 2016.
  • 225 funds tracked by Wall St. Rank held United Community Banks as of Q1 2021.

Based on QS Investors's 13F filing for Q1 2021, filed 13 May 2021.