Simplex Trading
UCB

Simplex Trading’s United Community Banks UCB Stock Holding History

Simplex Trading’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
2024
Q3 		– Sell
-600
Closed -$15K – 9785
2024
Q2 		$15K Buy
+600
New +$15.3K ﹤0.01% 7153
2024
Q1 		– Sell
-500
Closed -$14K – 10104
2023
Q4 		$14K Sell
500
-6,200
-93% -$158K ﹤0.01% 7217
2023
Q3 		$170K Buy
6,700
+5,000
+294% +$135K ﹤0.01% 4529
2023
Q2 		$42K Sell
1,700
-500
-23% -$12.4K ﹤0.01% 6023
2023
Q1 		$61K Buy
+2,200
New +$69.5K ﹤0.01% 5703
2022
Q4 		– Sell
-8,400
Closed -$278K – 10669
2022
Q3 		$278K Buy
8,400
+7,100
+546% +$236K ﹤0.01% 4180
2022
Q2 		$39K Buy
+1,300
New +$40K ﹤0.01% 6830
2022
Q1 		– Sell
-100
Closed -$3K – 11566
2021
Q4 		$3K Sell
100
-7,900
-99% -$276K ﹤0.01% 9895
2021
Q3 		$259K Hold
8,000
– – ﹤0.01% 5160
2021
Q2 		$256K Buy
+8,000
New +$269K ﹤0.01% 5261
2021
Q1 		– Sell
-2
Closed -$5K – 10241
2020
Q4 		$5K Buy
+2
New +$47 ﹤0.01% 7741
2020
Q1 		– Sell
-1
Closed -$3K – 8406
2019
Q4 		$3K Hold
1
– – ﹤0.01% 6912
2019
Q3 		$2K Buy
+1
New +$27 ﹤0.01% 6971

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Simplex Trading's UCB Position: Q2 2024 in Review

Simplex Trading sold out of United Community Banks (UCB) in Q2 2024, closing a stake of 141 shares — an estimated $3.6K sold.

Simplex Trading first reported a position in UCB in Q2 2019 and held it in 5 quarters. The position peaked at $62K in Q4 2022. 258 funds tracked by Wall St. Rank hold UCB as of Q2 2024.

  • Simplex Trading reported no remaining United Community Banks position as of Q2 2024 after selling out during the quarter.
  • Simplex Trading sold 141 United Community Banks shares in Q2 2024, an estimated $3.6K.
  • Simplex Trading first reported a position in United Community Banks in Q2 2019 and held it in 5 quarters.
  • Simplex Trading's United Community Banks position peaked at $62K in Q4 2022.
  • 258 funds tracked by Wall St. Rank held United Community Banks as of Q2 2024.

Based on Simplex Trading's 13F filing for Q2 2024, filed 25 Jul 2024.