SFG
UCB

Steward Financial Group’s United Community Banks UCB Stock Holding History

Steward Financial Group’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 		$1K Buy
+75
New +$2.03K ﹤0.01% 1295
2023
Q2 		– Sell
-74
Closed -$2K – 1039
2023
Q1 		$2K Buy
74
+32
+76% +$1.01K ﹤0.01% 551
2022
Q4 		$1K Buy
+42
New +$1.52K ﹤0.01% 497
2022
Q3 		– Sell
-42
Closed -$1K – 1378
2022
Q2 		$1K Buy
+42
New +$1.29K ﹤0.01% 911

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $187B AUM 18.48% 1-Year Est. Return

Steward Financial Group's UCB Position: Q3 2023 in Review

Steward Financial Group opened a new position in United Community Banks (UCB) in Q3 2023: 75 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1295 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in UCB as recently as Q1 2023.

Steward Financial Group first reported a position in UCB in Q2 2022 and has held it in 4 quarters since. The position peaked at $2K in Q1 2023. 235 funds tracked by Wall St. Rank hold UCB as of Q3 2023.

  • Steward Financial Group held 75 shares of United Community Banks worth $1K as of Q3 2023.
  • United Community Banks was a new Steward Financial Group position in Q3 2023.
  • United Community Banks made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1295 holding.
  • Steward Financial Group first reported a position in United Community Banks in Q2 2022 and has held it in 4 quarters since.
  • Steward Financial Group's United Community Banks position peaked at $2K in Q1 2023.
  • 235 funds tracked by Wall St. Rank held United Community Banks as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.