RIM
UCB

Redwood Investment Management’s United Community Banks UCB Stock Holding History

Redwood Investment Management’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
Q3 		– Sell
-7,117
Closed -$215K – 292
2022
Q2 		$215K Sell
7,117
-675
-9% -$20.8K 0.04% 224
2022
Q1 		$271K Buy
+7,792
New +$287K 0.04% 224

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Redwood Investment Management's UCB Position: Q3 2022 in Review

Redwood Investment Management sold out of United Community Banks (UCB) in Q3 2022, closing a stake of 7,117 shares — an estimated $215K sold.

Redwood Investment Management first reported a position in UCB in Q1 2022 and held it in 2 quarters. The position peaked at $271K in Q1 2022. 248 funds tracked by Wall St. Rank hold UCB as of Q3 2022.

  • Redwood Investment Management reported no remaining United Community Banks position as of Q3 2022 after selling out during the quarter.
  • Redwood Investment Management sold 7,117 United Community Banks shares in Q3 2022, an estimated $215K.
  • Redwood Investment Management first reported a position in United Community Banks in Q1 2022 and held it in 2 quarters.
  • Redwood Investment Management's United Community Banks position peaked at $271K in Q1 2022.
  • 248 funds tracked by Wall St. Rank held United Community Banks as of Q3 2022.

Based on Redwood Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.