SAM
UCB

Silvercrest Asset Management’s United Community Banks UCB Stock Holding History

Silvercrest Asset 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
Q4 		– Sell
-302,388
Closed -$7.68M – 880
2023
Q3 		$7.68M Buy
302,388
+7,681
+3% +$208K 0.06% 265
2023
Q2 		$7.36M Buy
294,707
+14,709
+5% +$365K 0.05% 297
2023
Q1 		$7.87M Sell
279,998
-4,769
-2% -$151K 0.06% 268
2022
Q4 		$9.63M Sell
284,767
-23,272
-8% -$844K 0.07% 225
2022
Q3 		$10.2M Sell
308,039
-21,913
-7% -$728K 0.08% 221
2022
Q2 		$9.96M Sell
329,952
-4,766
-1% -$147K 0.08% 232
2022
Q1 		$11.6M Sell
334,718
-3,840
-1% -$141K 0.08% 234
2021
Q4 		$12.2M Buy
338,558
+1,453
+0.4% +$50.8K 0.08% 239
2021
Q3 		$11.1M Sell
337,105
-30,321
-8% -$909K 0.07% 252
2021
Q2 		$11.8M Sell
367,426
-41,479
-10% -$1.4M 0.08% 246
2021
Q1 		$14M Buy
408,905
+184,041
+82% +$6.04M 0.09% 217
2020
Q4 		$6.39M Buy
+224,864
New +$5.31M 0.05% 323

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

Silvercrest Asset Management's UCB Position: Q4 2023 in Review

Silvercrest Asset Management sold out of United Community Banks (UCB) in Q4 2023, closing a stake of 302,388 shares — an estimated $7.68M sold.

Silvercrest Asset Management first reported a position in UCB in Q4 2020 and held it in 12 quarters. The position peaked at $14M in Q1 2021. 254 funds tracked by Wall St. Rank hold UCB as of Q4 2023.

  • Silvercrest Asset Management reported no remaining United Community Banks position as of Q4 2023 after selling out during the quarter.
  • Silvercrest Asset Management sold 302,388 United Community Banks shares in Q4 2023, an estimated $7.68M.
  • Silvercrest Asset Management first reported a position in United Community Banks in Q4 2020 and held it in 12 quarters.
  • Silvercrest Asset Management's United Community Banks position peaked at $14M in Q1 2021.
  • 254 funds tracked by Wall St. Rank held United Community Banks as of Q4 2023.

Based on Silvercrest Asset Management's 13F filing for Q4 2023, filed 14 Feb 2024.