TFO
UCB

Tarbox Family Office’s United Community Banks UCB Stock Holding History

Tarbox Family Office’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
2022
Q2 		– Sell
-28
Closed -$1K – 1016
2022
Q1 		$1K Hold
28
– – ﹤0.01% 1041
2021
Q4 		$1K Hold
28
– – ﹤0.01% 1080
2021
Q3 		$1K Hold
28
– – ﹤0.01% 1127
2021
Q2 		$1K Hold
28
– – ﹤0.01% 1109
2021
Q1 		$1K Hold
28
– – ﹤0.01% 1105
2020
Q4 		$1K Buy
+28
New +$661 ﹤0.01% 1085
2020
Q1 		– Sell
-180
Closed -$6K – 1355
2019
Q4 		$6K Hold
180
– – ﹤0.01% 474
2019
Q3 		$5K Hold
180
– – ﹤0.01% 474
2019
Q2 		$5K Buy
+180
New +$4.92K ﹤0.01% 468

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Tarbox Family Office's UCB Position: Q2 2022 in Review

Tarbox Family Office sold out of United Community Banks (UCB) in Q2 2022, closing a stake of 28 shares — an estimated $1K sold.

Tarbox Family Office first reported a position in UCB in Q2 2019 and held it in 9 quarters. The position peaked at $6K in Q4 2019. 247 funds tracked by Wall St. Rank hold UCB as of Q2 2022.

  • Tarbox Family Office reported no remaining United Community Banks position as of Q2 2022 after selling out during the quarter.
  • Tarbox Family Office sold 28 United Community Banks shares in Q2 2022, an estimated $1K.
  • Tarbox Family Office first reported a position in United Community Banks in Q2 2019 and held it in 9 quarters.
  • Tarbox Family Office's United Community Banks position peaked at $6K in Q4 2019.
  • 247 funds tracked by Wall St. Rank held United Community Banks as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.