Sippican Capital Advisors’s United Community Banks UCB Stock Holding History

Sippican Capital Advisors’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
2021 Q4	–	Sell	-11,675	Closed	-$383K	–	115
2021 Q3	$383K	Sell	11,675 -1,700	-13%	-$51K	0.33%	83
2021 Q2	$428K	Hold	13,375	–	–	0.37%	81
2021 Q1	$456K	Sell	13,375 -550	-4%	-$18.1K	0.42%	76
2020 Q4	$396K	Hold	13,925	–	–	0.43%	73
2020 Q3	$236K	Hold	13,925	–	–	0.29%	90
2020 Q2	$280K	Sell	13,925 -125	-0.9%	-$2.39K	0.38%	76
2020 Q1	$257K	Hold	14,050	–	–	0.42%	72
2019 Q4	$434K	Hold	14,050	–	–	0.48%	69
2019 Q3	$398K	Sell	14,050 -4,100	-23%	-$112K	0.48%	71
2019 Q2	$518K	Sell	18,150 -6,825	-27%	-$186K	0.61%	63
2019 Q1	$623K	Sell	24,975 -2,807	-10%	-$72.9K	0.74%	56
2018 Q4	$596K	Sell	27,782 -1,125	-4%	-$27.8K	0.81%	45
2018 Q3	$736K	Sell	28,907 -5,575	-16%	-$169K	0.85%	45
2018 Q2	$1.06M	Sell	34,482 -2,000	-5%	-$65.1K	1.06%	34
2018 Q1	$1.16M	Sell	36,482 -27,493	-43%	-$860K	1.2%	32
2017 Q4	$1.8M	Sell	63,975 -5,300	-8%	-$148K	1.76%	15
2017 Q3	$1.98M	Sell	69,275 -6,900	-9%	-$186K	2.03%	12
2017 Q2	$2.12M	Sell	76,175 -2,525	-3%	-$68.3K	2.3%	7
2017 Q1	$2.18M	Sell	78,700 -10,450	-12%	-$297K	2.31%	6
2016 Q4	$2.64M	Sell	89,150 -17,100	-16%	-$428K	2.77%	5
2016 Q3	$2.23M	Hold	106,250	–	–	2.55%	7
2016 Q2	$1.94M	Sell	106,250 -4,725	-4%	-$91.3K	2.31%	9
2016 Q1	$2.05M	Sell	110,975 -50	-0%	-$886	2.61%	7
2015 Q4	$2.16M	Sell	111,025 -225	-0.2%	-$4.57K	2.73%	6
2015 Q3	$2.27M	Sell	111,250 -5,850	-5%	-$120K	2.89%	5
2015 Q2	$2.44M	Hold	117,100	–	–	2.46%	7
2015 Q1	$2.21M	Hold	117,100	–	–	2.25%	12
2014 Q4	$2.22M	Sell	117,100 -100	-0.1%	-$1.76K	2.21%	11
2014 Q3	$1.93M	Buy	+117,200	New	+$1.95M	1.96%	11

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

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

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

Sippican Capital Advisors's UCB Position: Q4 2021 in Review

Sippican Capital Advisors sold out of United Community Banks (UCB) in Q4 2021, closing a stake of 11,675 shares — an estimated $383K sold.

Sippican Capital Advisors first reported a position in UCB in Q3 2014 and held it in 29 quarters. The position peaked at $2.64M in Q4 2016. 231 funds tracked by Wall St. Rank hold UCB as of Q4 2021.

Sippican Capital Advisors reported no remaining United Community Banks position as of Q4 2021 after selling out during the quarter.
Sippican Capital Advisors sold 11,675 United Community Banks shares in Q4 2021, an estimated $383K.
Sippican Capital Advisors first reported a position in United Community Banks in Q3 2014 and held it in 29 quarters.
Sippican Capital Advisors's United Community Banks position peaked at $2.64M in Q4 2016.
231 funds tracked by Wall St. Rank held United Community Banks as of Q4 2021.

Based on Sippican Capital Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.