Weld Capital Management’s United Community Banks UCB Stock Holding History

Weld Capital 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
2020 Q1	–	Sell	-13,725	Closed	-$424K	–	751
2019 Q4	$424K	Sell	13,725 -5,304	-28%	-$160K	0.08%	397
2019 Q3	$539K	Buy	+19,029	New	+$522K	0.1%	356
2019 Q2	–	Sell	-29,676	Closed	-$740K	–	959
2019 Q1	$740K	Buy	+29,676	New	+$771K	0.13%	288

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Weld Capital Management's UCB Position: Q1 2020 in Review

Weld Capital Management sold out of United Community Banks (UCB) in Q1 2020, closing a stake of 13,725 shares — an estimated $424K sold.

Weld Capital Management first reported a position in UCB in Q1 2019 and held it in 3 quarters. The position peaked at $740K in Q1 2019. 191 funds tracked by Wall St. Rank hold UCB as of Q1 2020.

Weld Capital Management reported no remaining United Community Banks position as of Q1 2020 after selling out during the quarter.
Weld Capital Management sold 13,725 United Community Banks shares in Q1 2020, an estimated $424K.
Weld Capital Management first reported a position in United Community Banks in Q1 2019 and held it in 3 quarters.
Weld Capital Management's United Community Banks position peaked at $740K in Q1 2019.
191 funds tracked by Wall St. Rank held United Community Banks as of Q1 2020.

Based on Weld Capital Management's 13F filing for Q1 2020, filed 15 May 2020.