WIC
UCB

Woodmont Investment Counsel’s United Community Banks UCB Stock Holding History

Woodmont Investment Counsel’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
2023
Q3 		– Sell
-10,984
Closed -$274K – 246
2023
Q2 		$274K Hold
10,984
– – 0.03% 204
2023
Q1 		$309K Hold
10,984
– – 0.03% 198
2022
Q4 		$371K Sell
10,984
-19,508
-64% -$708K 0.04% 191
2022
Q3 		$1.01M Hold
30,492
– – 0.13% 126
2022
Q2 		$921K Hold
30,492
– – 0.11% 136
2022
Q1 		$1.06M Buy
+30,492
New +$1.12M 0.12% 125

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Woodmont Investment Counsel's UCB Position: Q3 2023 in Review

Woodmont Investment Counsel sold out of United Community Banks (UCB) in Q3 2023, closing a stake of 10,984 shares — an estimated $274K sold.

Woodmont Investment Counsel first reported a position in UCB in Q1 2022 and held it in 6 quarters. The position peaked at $1.06M in Q1 2022. 235 funds tracked by Wall St. Rank hold UCB as of Q3 2023.

  • Woodmont Investment Counsel reported no remaining United Community Banks position as of Q3 2023 after selling out during the quarter.
  • Woodmont Investment Counsel sold 10,984 United Community Banks shares in Q3 2023, an estimated $274K.
  • Woodmont Investment Counsel first reported a position in United Community Banks in Q1 2022 and held it in 6 quarters.
  • Woodmont Investment Counsel's United Community Banks position peaked at $1.06M in Q1 2022.
  • 235 funds tracked by Wall St. Rank held United Community Banks as of Q3 2023.

Based on Woodmont Investment Counsel's 13F filing for Q3 2023, filed 24 Oct 2023.