TFS
UCB

TrustCore Financial Services’s United Community Banks UCB Stock Holding History

TrustCore Financial Services’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
Q4 		$446K Buy
13,198
+14
+0.1% +$508 0.04% 182
2022
Q3 		$436K Buy
13,184
+14
+0.1% +$465 0.04% 175
2022
Q2 		$398K Buy
13,170
+114
+0.9% +$3.51K 0.04% 181
2022
Q1 		$454K Buy
+13,056
New +$481K 0.04% 185

Other funds holding UCB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TrustCore Financial Services's UCB Position: Q4 2022 in Review

TrustCore Financial Services increased its United Community Banks (UCB) stake by 0.11% in Q4 2022, buying an estimated $508 and bringing the position to 13,198 shares worth $446K. The position accounts for 0.04% of the portfolio, ranked #182.

TrustCore Financial Services first reported a position in UCB in Q1 2022 and has held it in 4 quarters since. The position peaked at $454K in Q1 2022. 275 funds tracked by Wall St. Rank hold UCB as of Q4 2022.

  • TrustCore Financial Services held 13,198 shares of United Community Banks worth $446K as of Q4 2022.
  • TrustCore Financial Services bought 14 United Community Banks shares in Q4 2022, an estimated $508.
  • United Community Banks made up 0.04% of TrustCore Financial Services's portfolio in Q4 2022, its #182 holding.
  • TrustCore Financial Services first reported a position in United Community Banks in Q1 2022 and has held it in 4 quarters since.
  • TrustCore Financial Services's United Community Banks position peaked at $454K in Q1 2022.
  • 275 funds tracked by Wall St. Rank held United Community Banks as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.