Shelton Capital Management’s United Community Banks UCB Stock Holding History

Shelton Capital 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
2023 Q1	–	Sell	-6,727	Closed	-$227K	–	767
2022 Q4	$227K	Hold	6,727	–	–	0.02%	580
2022 Q3	$223K	Hold	6,727	–	–	0.01%	584
2022 Q2	$203K	Hold	6,727	–	–	0.01%	672
2022 Q1	$234K	Buy	6,727 +1,070	+19%	+$39.4K	0.01%	692
2021 Q4	$203K	Buy	+5,657	New	+$198K	0.01%	797
2020 Q1	–	Sell	-7,071	Closed	-$218K	–	846
2019 Q4	$218K	Sell	7,071 -335	-5%	-$10.1K	0.01%	716
2019 Q3	$210K	Sell	7,406 -571	-7%	-$15.7K	0.01%	731
2019 Q2	$228K	Buy	+7,977	New	+$218K	0.01%	708
2018 Q4	–	Sell	-7,384	Closed	-$206K	–	904
2018 Q3	$206K	Buy	7,384 +533	+8%	+$16.2K	0.01%	854
2018 Q2	$210K	Hold	6,851	–	–	0.01%	771
2018 Q1	$217K	Buy	+6,851	New	+$214K	0.01%	737

Other funds holding UCB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

SCM

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Shelton Capital Management's UCB Position: Q1 2023 in Review

Shelton Capital Management sold out of United Community Banks (UCB) in Q1 2023, closing a stake of 6,727 shares — an estimated $227K sold.

Shelton Capital Management first reported a position in UCB in Q1 2018 and held it in 11 quarters. The position peaked at $234K in Q1 2022. 249 funds tracked by Wall St. Rank hold UCB as of Q1 2023.

Shelton Capital Management reported no remaining United Community Banks position as of Q1 2023 after selling out during the quarter.
Shelton Capital Management sold 6,727 United Community Banks shares in Q1 2023, an estimated $227K.
Shelton Capital Management first reported a position in United Community Banks in Q1 2018 and held it in 11 quarters.
Shelton Capital Management's United Community Banks position peaked at $234K in Q1 2022.
249 funds tracked by Wall St. Rank held United Community Banks as of Q1 2023.

Based on Shelton Capital Management's 13F filing for Q1 2023, filed 11 May 2023.