Raymond James Financial Services Advisors’s United Community Banks UCB Stock Holding History

Raymond James Financial Services Advisors’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 Q3	$227K	Sell	7,792 -2,322	-23%	-$66.7K	﹤0.01%	3116
2024 Q2	$257K	Buy	10,114 +15	+0.1%	+$383	﹤0.01%	2973
2024 Q1	$266K	Sell	10,099 -394	-4%	-$10.6K	﹤0.01%	2917
2023 Q4	$307K	Buy	10,493 +1,144	+12%	+$29.2K	﹤0.01%	2726
2023 Q3	$238K	Sell	9,349 -268	-3%	-$7.26K	﹤0.01%	2814
2023 Q2	$240K	Buy	9,617 +139	+1%	+$3.45K	﹤0.01%	2809
2023 Q1	$267K	Sell	9,478 -471	-5%	-$14.9K	﹤0.01%	2721
2022 Q4	$336K	Buy	9,949 +467	+5%	+$16.9K	﹤0.01%	2516
2022 Q3	$314K	Sell	9,482 -504	-5%	-$16.8K	﹤0.01%	2539
2022 Q2	$301K	Sell	9,986 -727	-7%	-$22.4K	﹤0.01%	2587
2022 Q1	$373K	Buy	+10,713	New	+$394K	﹤0.01%	2554
2017 Q1	–	Sell	-19,852	Closed	-$588K	–	2529
2016 Q4	$588K	Buy	+19,852	New	+$497K	﹤0.01%	1441
2016 Q3	–	Sell	-19,072	Closed	-$349K	–	2401
2016 Q2	$349K	Buy	+19,072	New	+$368K	﹤0.01%	1627

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Raymond James Financial Services Advisors's UCB Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its United Community Banks (UCB) stake by 23% in Q3 2024, selling an estimated $66.7K and leaving 7,792 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #3116.

Raymond James Financial Services Advisors first reported a position in UCB in Q2 2016 and has held it in 13 quarters since. The position peaked at $588K in Q4 2016. 275 funds tracked by Wall St. Rank hold UCB as of Q3 2024.

Raymond James Financial Services Advisors held 7,792 shares of United Community Banks worth $227K as of Q3 2024.
Raymond James Financial Services Advisors sold 2,322 United Community Banks shares in Q3 2024, an estimated $66.7K.
United Community Banks made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #3116 holding.
Raymond James Financial Services Advisors first reported a position in United Community Banks in Q2 2016 and has held it in 13 quarters since.
Raymond James Financial Services Advisors's United Community Banks position peaked at $588K in Q4 2016.
275 funds tracked by Wall St. Rank held United Community Banks as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.