Smith Group Asset Management’s United Community Banks UCB Stock Holding History

Smith Group 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
2022 Q1	$330K	Sell	9,480 -6,808	-42%	-$251K	0.02%	135
2021 Q4	$585K	Sell	16,288 -418	-3%	-$14.6K	0.03%	132
2021 Q3	$548K	Sell	16,706 -258	-2%	-$7.73K	0.03%	126
2021 Q2	$543K	Sell	16,964 -162	-0.9%	-$5.45K	0.03%	130
2021 Q1	$584K	Hold	17,126	–	–	0.03%	123
2020 Q4	$487K	Sell	17,126 -5,600	-25%	-$132K	0.03%	139
2020 Q3	$385K	Hold	22,726	–	–	0.02%	140
2020 Q2	$457K	Sell	22,726 -78	-0.3%	-$1.49K	0.03%	133
2020 Q1	$418K	Hold	22,804	–	–	0.02%	129
2019 Q4	$704K	Hold	22,804	–	–	0.03%	123
2019 Q3	$646K	Sell	22,804 -17,900	-44%	-$491K	0.02%	130
2019 Q2	$1.16M	Buy	+40,704	New	+$1.11M	0.04%	118

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Smith Group Asset Management's UCB Position: Q1 2022 in Review

Smith Group Asset Management reduced its United Community Banks (UCB) stake by 42% in Q1 2022, selling an estimated $251K and leaving 9,480 shares worth $330K. The position accounts for 0.02% of the portfolio, ranked #135.

Smith Group Asset Management first reported a position in UCB in Q2 2019 and has held it in 12 quarters since. The position peaked at $1.16M in Q2 2019. 256 funds tracked by Wall St. Rank hold UCB as of Q1 2022.

Smith Group Asset Management held 9,480 shares of United Community Banks worth $330K as of Q1 2022.
Smith Group Asset Management sold 6,808 United Community Banks shares in Q1 2022, an estimated $251K.
United Community Banks made up 0.02% of Smith Group Asset Management's portfolio in Q1 2022, its #135 holding.
Smith Group Asset Management first reported a position in United Community Banks in Q2 2019 and has held it in 12 quarters since.
Smith Group Asset Management's United Community Banks position peaked at $1.16M in Q2 2019.
256 funds tracked by Wall St. Rank held United Community Banks as of Q1 2022.

Based on Smith Group Asset Management's 13F filing for Q1 2022, filed 5 May 2022.