YIH
UCB

Y-Intercept (HK)’s United Community Banks UCB Stock Holding History

Y-Intercept (HK)’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
2024
Q4 		– Sell
-46,827
Closed -$1.36M – 1761
2024
Q3 		$1.36M Buy
+46,827
New +$1.34M 0.08% 316
2024
Q2 		– Sell
-31,779
Closed -$836K – 2010
2024
Q1 		$836K Buy
+31,779
New +$858K 0.06% 461

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Y-Intercept (HK)'s UCB Position: Q4 2024 in Review

Y-Intercept (HK) sold out of United Community Banks (UCB) in Q4 2024, closing a stake of 46,827 shares — an estimated $1.36M sold.

Y-Intercept (HK) first reported a position in UCB in Q1 2024 and held it in 2 quarters. The position peaked at $1.36M in Q3 2024. 273 funds tracked by Wall St. Rank hold UCB as of Q4 2024.

  • Y-Intercept (HK) reported no remaining United Community Banks position as of Q4 2024 after selling out during the quarter.
  • Y-Intercept (HK) sold 46,827 United Community Banks shares in Q4 2024, an estimated $1.36M.
  • Y-Intercept (HK) first reported a position in United Community Banks in Q1 2024 and held it in 2 quarters.
  • Y-Intercept (HK)'s United Community Banks position peaked at $1.36M in Q3 2024.
  • 273 funds tracked by Wall St. Rank held United Community Banks as of Q4 2024.

Based on Y-Intercept (HK)'s 13F filing for Q4 2024, filed 4 Feb 2025.