Yorktown Management & Research Company’s United Community Banks UCB Stock Holding History

Yorktown Management & Research Company’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	-18,200	Closed	-$455K	–	237
2023 Q2	$455K	Sell	18,200 -5,000	-22%	-$124K	0.49%	78
2023 Q1	$652K	Hold	23,200	–	–	0.7%	32
2022 Q4	$784K	Hold	23,200	–	–	0.96%	17
2022 Q3	$768K	Hold	23,200	–	–	1%	17
2022 Q2	$700K	Sell	23,200 -6,600	-22%	-$203K	0.9%	16
2022 Q1	$1.04M	Buy	+29,800	New	+$1.1M	0.88%	19

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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 Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Yorktown Management & Research Company's UCB Position: Q3 2023 in Review

Yorktown Management & Research Company sold out of United Community Banks (UCB) in Q3 2023, closing a stake of 18,200 shares — an estimated $455K sold.

Yorktown Management & Research Company first reported a position in UCB in Q1 2022 and held it in 6 quarters. The position peaked at $1.04M in Q1 2022. 235 funds tracked by Wall St. Rank hold UCB as of Q3 2023.

Yorktown Management & Research Company reported no remaining United Community Banks position as of Q3 2023 after selling out during the quarter.
Yorktown Management & Research Company sold 18,200 United Community Banks shares in Q3 2023, an estimated $455K.
Yorktown Management & Research Company first reported a position in United Community Banks in Q1 2022 and held it in 6 quarters.
Yorktown Management & Research Company's United Community Banks position peaked at $1.04M in Q1 2022.
235 funds tracked by Wall St. Rank held United Community Banks as of Q3 2023.

Based on Yorktown Management & Research Company's 13F filing for Q3 2023, filed 26 Oct 2023.