STCOSD
UCB

Sageworth Trust Company of South Dakota’s United Community Banks UCB Stock Holding History

Sageworth Trust Company of South Dakota’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
-47
Closed -$1K – 663
2022
Q2 		$1K Sell
47
-42
-47% -$1.29K ﹤0.01% 562
2022
Q1 		$3K Sell
89
-182
-67% -$6.7K 0.01% 375
2021
Q4 		$10K Buy
+271
New +$9.47K 0.02% 391

Other funds holding UCB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $204B AUM 27.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Sageworth Trust Company of South Dakota's UCB Position: Q3 2022 in Review

Sageworth Trust Company of South Dakota sold out of United Community Banks (UCB) in Q3 2022, closing a stake of 47 shares — an estimated $1K sold.

Sageworth Trust Company of South Dakota first reported a position in UCB in Q4 2021 and held it in 3 quarters. The position peaked at $10K in Q4 2021. 248 funds tracked by Wall St. Rank hold UCB as of Q3 2022.

  • Sageworth Trust Company of South Dakota reported no remaining United Community Banks position as of Q3 2022 after selling out during the quarter.
  • Sageworth Trust Company of South Dakota sold 47 United Community Banks shares in Q3 2022, an estimated $1K.
  • Sageworth Trust Company of South Dakota first reported a position in United Community Banks in Q4 2021 and held it in 3 quarters.
  • Sageworth Trust Company of South Dakota's United Community Banks position peaked at $10K in Q4 2021.
  • 248 funds tracked by Wall St. Rank held United Community Banks as of Q3 2022.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q3 2022, filed 2 Nov 2022.