TD Asset Management
UCB

TD Asset Management’s United Community Banks UCB Stock Holding History

TD 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
2021
Q2 		– Sell
-18,700
Closed -$638K – 1579
2021
Q1 		$638K Sell
18,700
-24,700
-57% -$811K ﹤0.01% 1358
2020
Q4 		$1.23M Sell
43,400
-32,400
-43% -$765K ﹤0.01% 1136
2020
Q3 		$1.28M Buy
75,800
+11,200
+17% +$202K ﹤0.01% 1032
2020
Q2 		$1.3M Buy
64,600
+13,000
+25% +$249K ﹤0.01% 984
2020
Q1 		$945K Buy
+51,600
New +$1.33M ﹤0.01% 1014

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TD Asset Management's UCB Position: Q2 2021 in Review

TD Asset Management sold out of United Community Banks (UCB) in Q2 2021, closing a stake of 18,700 shares — an estimated $638K sold.

TD Asset Management first reported a position in UCB in Q1 2020 and held it in 5 quarters. The position peaked at $1.3M in Q2 2020. 226 funds tracked by Wall St. Rank hold UCB as of Q2 2021.

  • TD Asset Management reported no remaining United Community Banks position as of Q2 2021 after selling out during the quarter.
  • TD Asset Management sold 18,700 United Community Banks shares in Q2 2021, an estimated $638K.
  • TD Asset Management first reported a position in United Community Banks in Q1 2020 and held it in 5 quarters.
  • TD Asset Management's United Community Banks position peaked at $1.3M in Q2 2020.
  • 226 funds tracked by Wall St. Rank held United Community Banks as of Q2 2021.

Based on TD Asset Management's 13F filing for Q2 2021, filed 11 Aug 2021.