SWM
UCB

Sugarloaf Wealth Management’s United Community Banks UCB Stock Holding History

Sugarloaf Wealth 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
2024
Q4 		$853K Buy
26,391
+7,000
+36% +$218K 0.16% 65
2024
Q3 		$564K Buy
19,391
+1
+0% +$29 0.11% 83
2024
Q2 		$494K Hold
19,390
– – 0.1% 84
2024
Q1 		$510K Buy
19,390
+33
+0.2% +$891 0.11% 86
2023
Q4 		$566K Sell
19,357
-8,992
-32% -$230K 0.14% 78
2023
Q3 		$720K Buy
28,349
+36
+0.1% +$975 0.18% 63
2023
Q2 		$708K Buy
28,313
+33
+0.1% +$819 0.17% 64
2023
Q1 		$795K Buy
28,280
+26
+0.1% +$822 0.2% 58
2022
Q4 		$955K Sell
28,254
-1,062
-4% -$38.5K 0.24% 49
2022
Q3 		$971K Buy
29,316
+5,051
+21% +$168K 0.25% 51
2022
Q2 		$733K Sell
24,265
-255
-1% -$7.84K 0.18% 52
2022
Q1 		$853K Buy
24,520
+1
+0% +$37 0.2% 49
2021
Q4 		$881K Buy
24,519
+1
+0% +$35 0.21% 49
2021
Q3 		$805K Buy
24,518
+2
+0% +$60 0.21% 52
2021
Q2 		$785K Buy
24,516
+240
+1% +$8.08K 0.21% 52
2021
Q1 		$828 Sell
24,276
-1,994
-8% -$65.5K 0.25% 49
2020
Q4 		$747K Sell
26,270
-140
-0.5% -$3.31K 0.25% 51
2020
Q3 		$447K Hold
26,410
– – 0.16% 69
2020
Q2 		$531K Buy
26,410
+140
+0.5% +$2.68K 0.2% 62
2020
Q1 		$481K Hold
26,270
– – 0.22% 63
2019
Q4 		$811K Buy
+26,270
New +$794K 0.34% 52

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Sugarloaf Wealth Management's UCB Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its United Community Banks (UCB) stake by 36% in Q4 2024, buying an estimated $218K and bringing the position to 26,391 shares worth $853K. The position accounts for 0.16% of the portfolio, ranked #65.

Sugarloaf Wealth Management first reported a position in UCB in Q4 2019 and has held it in 21 quarters since. The position peaked at $971K in Q3 2022. 273 funds tracked by Wall St. Rank hold UCB as of Q4 2024.

  • Sugarloaf Wealth Management held 26,391 shares of United Community Banks worth $853K as of Q4 2024.
  • Sugarloaf Wealth Management bought 7,000 United Community Banks shares in Q4 2024, an estimated $218K.
  • United Community Banks made up 0.16% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #65 holding.
  • Sugarloaf Wealth Management first reported a position in United Community Banks in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's United Community Banks position peaked at $971K in Q3 2022.
  • 273 funds tracked by Wall St. Rank held United Community Banks as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.