Stone Ridge Asset Management’s United Community Banks UCB Stock Holding History

Stone Ridge 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
2020 Q1	–	Sell	-15,202	Closed	-$469K	–	935
2019 Q4	$469K	Hold	15,202	–	–	0.03%	666
2019 Q3	$431K	Sell	15,202 -6,500	-30%	-$178K	0.03%	737
2019 Q2	$620K	Buy	21,702 +1,800	+9%	+$49.1K	0.04%	617
2019 Q1	$496K	Buy	19,902 +1,180	+6%	+$30.6K	0.03%	723
2018 Q4	$402K	Buy	18,722 +10,187	+119%	+$252K	0.02%	875
2018 Q3	$238K	Hold	8,535	–	–	0.01%	1125
2018 Q2	$262K	Hold	8,535	–	–	0.01%	1080
2018 Q1	$270K	Hold	8,535	–	–	0.02%	1088
2017 Q4	$240K	Buy	+8,535	New	+$238K	0.02%	1169

Other funds holding UCB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Stone Ridge Asset Management's UCB Position: Q1 2020 in Review

Stone Ridge Asset Management sold out of United Community Banks (UCB) in Q1 2020, closing a stake of 15,202 shares — an estimated $469K sold.

Stone Ridge Asset Management first reported a position in UCB in Q4 2017 and held it in 9 quarters. The position peaked at $620K in Q2 2019. 190 funds tracked by Wall St. Rank hold UCB as of Q1 2020.

Stone Ridge Asset Management reported no remaining United Community Banks position as of Q1 2020 after selling out during the quarter.
Stone Ridge Asset Management sold 15,202 United Community Banks shares in Q1 2020, an estimated $469K.
Stone Ridge Asset Management first reported a position in United Community Banks in Q4 2017 and held it in 9 quarters.
Stone Ridge Asset Management's United Community Banks position peaked at $620K in Q2 2019.
190 funds tracked by Wall St. Rank held United Community Banks as of Q1 2020.

Based on Stone Ridge Asset Management's 13F filing for Q1 2020, filed 5 May 2020.