ST
UCB

Sageworth Trust’s United Community Banks UCB Stock Holding History

Sageworth Trust’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
Q1 		– Sell
-83
Closed -$3K – 801
2021
Q4 		$3K Sell
83
-277
-77% -$9.68K ﹤0.01% 555
2021
Q3 		$12K Hold
360
– – ﹤0.01% 520
2021
Q2 		$12K Buy
+360
New +$12.1K ﹤0.01% 553

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sageworth Trust's UCB Position: Q1 2022 in Review

Sageworth Trust sold out of United Community Banks (UCB) in Q1 2022, closing a stake of 83 shares — an estimated $3K sold.

Sageworth Trust first reported a position in UCB in Q2 2021 and held it in 3 quarters. The position peaked at $12K in Q3 2021. 256 funds tracked by Wall St. Rank hold UCB as of Q1 2022.

  • Sageworth Trust reported no remaining United Community Banks position as of Q1 2022 after selling out during the quarter.
  • Sageworth Trust sold 83 United Community Banks shares in Q1 2022, an estimated $3K.
  • Sageworth Trust first reported a position in United Community Banks in Q2 2021 and held it in 3 quarters.
  • Sageworth Trust's United Community Banks position peaked at $12K in Q3 2021.
  • 256 funds tracked by Wall St. Rank held United Community Banks as of Q1 2022.

Based on Sageworth Trust's 13F filing for Q1 2022, filed 6 May 2022.