RFG
UCB

RFP Financial Group’s United Community Banks UCB Stock Holding History

RFP Financial 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
2023
Q4 		– Sell
-97
Closed -$2.46K – 1011
2023
Q3 		$2.46K Hold
97
– – ﹤0.01% 620
2023
Q2 		$2.42K Hold
97
– – ﹤0.01% 669
2023
Q1 		$2.73K Hold
97
– – ﹤0.01% 475
2022
Q4 		$3.28K Buy
+97
New +$3.52K ﹤0.01% 575

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

RFP Financial Group's UCB Position: Q4 2023 in Review

RFP Financial Group sold out of United Community Banks (UCB) in Q4 2023, closing a stake of 97 shares — an estimated $2.46K sold.

RFP Financial Group first reported a position in UCB in Q4 2022 and held it in 4 quarters. The position peaked at $3.28K in Q4 2022. 254 funds tracked by Wall St. Rank hold UCB as of Q4 2023.

  • RFP Financial Group reported no remaining United Community Banks position as of Q4 2023 after selling out during the quarter.
  • RFP Financial Group sold 97 United Community Banks shares in Q4 2023, an estimated $2.46K.
  • RFP Financial Group first reported a position in United Community Banks in Q4 2022 and held it in 4 quarters.
  • RFP Financial Group's United Community Banks position peaked at $3.28K in Q4 2022.
  • 254 funds tracked by Wall St. Rank held United Community Banks as of Q4 2023.

Based on RFP Financial Group's 13F filing for Q4 2023, filed 13 Feb 2024.