SDIC
UCB

South Dakota Investment Council’s United Community Banks UCB Stock Holding History

South Dakota Investment Council’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
Q3 		– Sell
-41,988
Closed -$1.05M – 631
2023
Q2 		$1.05M Hold
41,988
– – 0.02% 461
2023
Q1 		$1.18M Hold
41,988
– – 0.03% 438
2022
Q4 		$1.42M Hold
41,988
– – 0.03% 400
2022
Q3 		$1.39M Hold
41,988
– – 0.03% 374
2022
Q2 		$1.27M Hold
41,988
– – 0.03% 393
2022
Q1 		$1.46M Buy
41,988
+2,288
+6% +$84.2K 0.03% 377
2021
Q4 		$1.43M Hold
39,700
– – 0.02% 423
2021
Q3 		$1.3M Buy
+39,700
New +$1.19M 0.02% 421

Other funds holding UCB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $204B AUM 27.99% 1-Year Est. Return

South Dakota Investment Council's UCB Position: Q3 2023 in Review

South Dakota Investment Council sold out of United Community Banks (UCB) in Q3 2023, closing a stake of 41,988 shares — an estimated $1.05M sold.

South Dakota Investment Council first reported a position in UCB in Q3 2021 and held it in 8 quarters. The position peaked at $1.46M in Q1 2022. 235 funds tracked by Wall St. Rank hold UCB as of Q3 2023.

  • South Dakota Investment Council reported no remaining United Community Banks position as of Q3 2023 after selling out during the quarter.
  • South Dakota Investment Council sold 41,988 United Community Banks shares in Q3 2023, an estimated $1.05M.
  • South Dakota Investment Council first reported a position in United Community Banks in Q3 2021 and held it in 8 quarters.
  • South Dakota Investment Council's United Community Banks position peaked at $1.46M in Q1 2022.
  • 235 funds tracked by Wall St. Rank held United Community Banks as of Q3 2023.

Based on South Dakota Investment Council's 13F filing for Q3 2023, filed 7 Nov 2023.