SIC
UCB

SJS Investment Consulting’s United Community Banks UCB Stock Holding History

SJS Investment Consulting’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
2026
Q1 		$630 Buy
20
+6
+43% +$198 ﹤0.01% 1638
2025
Q4 		$438 Hold
14
– – ﹤0.01% 1575
2025
Q3 		$439 Hold
14
– – ﹤0.01% 1273
2025
Q2 		$418 Sell
14
-9
-39% -$250 ﹤0.01% 1174
2025
Q1 		$647 Hold
23
– – ﹤0.01% 1156
2024
Q4 		$744 Sell
23
-3
-12% -$93 ﹤0.01% 1110
2024
Q3 		$757 Buy
26
+5
+24% +$144 ﹤0.01% 1166
2024
Q2 		$535 Hold
21
– – ﹤0.01% 1269
2024
Q1 		$553 Buy
21
+7
+50% +$189 ﹤0.01% 1251
2023
Q4 		$410 Sell
14
-7
-33% -$179 ﹤0.01% 1303
2023
Q3 		$534 Buy
21
+5
+31% +$135 ﹤0.01% 1193
2023
Q2 		$400 Buy
16
+11
+220% +$273 ﹤0.01% 1233
2023
Q1 		$141 Sell
5
-22
-81% -$695 ﹤0.01% 1417
2022
Q4 		$913 Sell
27
-11
-29% -$399 ﹤0.01% 980
2022
Q3 		$1K Buy
+38
New +$1.26K ﹤0.01% 965
2022
Q1 		$0 Buy
+3
New +$110 ﹤0.01% 1418

Other funds holding UCB

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return