UFF
UCB

USA Financial Formulas’s United Community Banks UCB Stock Holding History

USA Financial Formulas’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
-1,918
Closed -$67K – 460
2022
Q1 		$67K Buy
+1,918
New +$70.6K 0.07% 130
2017
Q1 		– Sell
-11,143
Closed -$330K – 356
2016
Q4 		$330K Buy
+11,143
New +$279K 0.08% 186

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

USA Financial Formulas's UCB Position: Q2 2022 in Review

USA Financial Formulas sold out of United Community Banks (UCB) in Q2 2022, closing a stake of 1,918 shares — an estimated $67K sold.

USA Financial Formulas first reported a position in UCB in Q4 2016 and held it in 2 quarters. The position peaked at $330K in Q4 2016. 247 funds tracked by Wall St. Rank hold UCB as of Q2 2022.

  • USA Financial Formulas reported no remaining United Community Banks position as of Q2 2022 after selling out during the quarter.
  • USA Financial Formulas sold 1,918 United Community Banks shares in Q2 2022, an estimated $67K.
  • USA Financial Formulas first reported a position in United Community Banks in Q4 2016 and held it in 2 quarters.
  • USA Financial Formulas's United Community Banks position peaked at $330K in Q4 2016.
  • 247 funds tracked by Wall St. Rank held United Community Banks as of Q2 2022.

Based on USA Financial Formulas's 13F filing for Q2 2022, filed 15 Aug 2022.