Tompkins Financial’s United Community Banks UCB Stock Holding History

Tompkins Financial’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 Q1	–	Sell	-22	Closed	-$1K	–	547
2020 Q4	$1K	Buy	+22	New	+$519	﹤0.01%	514

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Tompkins Financial's UCB Position: Q1 2021 in Review

Tompkins Financial sold out of United Community Banks (UCB) in Q1 2021, closing a stake of 22 shares — an estimated $1K sold.

Tompkins Financial first reported a position in UCB in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 225 funds tracked by Wall St. Rank hold UCB as of Q1 2021.

Tompkins Financial reported no remaining United Community Banks position as of Q1 2021 after selling out during the quarter.
Tompkins Financial sold 22 United Community Banks shares in Q1 2021, an estimated $1K.
Tompkins Financial first reported a position in United Community Banks in Q4 2020 and held it in 1 quarter.
Tompkins Financial's United Community Banks position peaked at $1K in Q4 2020.
225 funds tracked by Wall St. Rank held United Community Banks as of Q1 2021.

Based on Tompkins Financial's 13F filing for Q1 2021, filed 9 Jun 2021.