Steward Partners Investment Advisory’s United Community Banks UCB Stock Holding History

Steward Partners Investment Advisory’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
2024 Q3	–	Sell	-812	Closed	-$20.7K	–	3865
2024 Q2	$20.7K	Hold	812	–	–	﹤0.01%	2524
2024 Q1	$21.4K	Buy	+812	New	+$21.9K	﹤0.01%	2500
2022 Q2	–	Sell	-75	Closed	-$3K	–	3399
2022 Q1	$3K	Hold	75	–	–	﹤0.01%	3050
2021 Q4	$3K	Hold	75	–	–	﹤0.01%	2981
2021 Q3	$2K	Hold	75	–	–	﹤0.01%	3022
2021 Q2	$2K	Hold	75	–	–	﹤0.01%	6906
2021 Q1	$2.56K	Hold	75	–	–	﹤0.01%	3179
2020 Q4	$2K	Hold	75	–	–	﹤0.01%	2743
2020 Q3	$1K	Hold	75	–	–	﹤0.01%	2699
2020 Q2	$2K	Hold	75	–	–	﹤0.01%	2508
2020 Q1	$1K	Hold	75	–	–	﹤0.01%	2440
2019 Q4	$2K	Hold	75	–	–	﹤0.01%	2461
2019 Q3	$2K	Hold	75	–	–	﹤0.01%	2466
2019 Q2	$2K	Buy	+75	New	+$2.05K	﹤0.01%	2477
2018 Q4	–	Sell	-75	Closed	-$2K	–	2225
2018 Q3	$2K	Hold	75	–	–	﹤0.01%	2419
2018 Q2	$2K	Hold	75	–	–	﹤0.01%	2269
2018 Q1	$2K	Hold	75	–	–	﹤0.01%	2056
2017 Q4	$2K	Hold	75	–	–	﹤0.01%	1734
2017 Q3	$2K	Hold	75	–	–	﹤0.01%	1535
2017 Q2	$2K	Hold	75	–	–	﹤0.01%	1454
2017 Q1	$2K	Hold	75	–	–	﹤0.01%	1339
2016 Q4	$2K	Buy	+75	New	+$1.88K	﹤0.01%	779

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

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Steward Partners Investment Advisory's UCB Position: Q3 2024 in Review

Steward Partners Investment Advisory sold out of United Community Banks (UCB) in Q3 2024, closing a stake of 812 shares — an estimated $20.7K sold.

Steward Partners Investment Advisory first reported a position in UCB in Q4 2016 and held it in 22 quarters. The position peaked at $21.4K in Q1 2024. 275 funds tracked by Wall St. Rank hold UCB as of Q3 2024.

Steward Partners Investment Advisory reported no remaining United Community Banks position as of Q3 2024 after selling out during the quarter.
Steward Partners Investment Advisory sold 812 United Community Banks shares in Q3 2024, an estimated $20.7K.
Steward Partners Investment Advisory first reported a position in United Community Banks in Q4 2016 and held it in 22 quarters.
Steward Partners Investment Advisory's United Community Banks position peaked at $21.4K in Q1 2024.
275 funds tracked by Wall St. Rank held United Community Banks as of Q3 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2024, filed 14 Nov 2024.