SC
UCB

Schubert & Co’s United Community Banks UCB Stock Holding History

Schubert & Co’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
Q2 		– Sell
-20
Closed -$563 – 1581
2023
Q1 		$563 Sell
20
-29
-59% -$916 ﹤0.01% 1385
2022
Q4 		$1.66K Buy
49
+7
+17% +$254 ﹤0.01% 965
2022
Q3 		$1K Buy
42
+18
+75% +$598 ﹤0.01% 1324
2022
Q2 		$1K Buy
24
+12
+100% +$369 ﹤0.01% 1378
2022
Q1 		$0 Hold
12
– – ﹤0.01% 1381
2021
Q4 		$0 Buy
+12
New +$419 ﹤0.01% 1327

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
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

Schubert & Co's UCB Position: Q2 2023 in Review

Schubert & Co sold out of United Community Banks (UCB) in Q2 2023, closing a stake of 20 shares — an estimated $563 sold.

Schubert & Co first reported a position in UCB in Q4 2021 and held it in 6 quarters. The position peaked at $1.66K in Q4 2022. 242 funds tracked by Wall St. Rank hold UCB as of Q2 2023.

  • Schubert & Co reported no remaining United Community Banks position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 20 United Community Banks shares in Q2 2023, an estimated $563.
  • Schubert & Co first reported a position in United Community Banks in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's United Community Banks position peaked at $1.66K in Q4 2022.
  • 242 funds tracked by Wall St. Rank held United Community Banks as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.