ZIM
UCB

Zacks Investment Management’s United Community Banks UCB Stock Holding History

Zacks Investment 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
2023
Q2 		– Sell
-54,423
Closed -$1.53M – 734
2023
Q1 		$1.53M Buy
54,423
+584
+1% +$18.5K 0.02% 315
2022
Q4 		$1.82M Sell
53,839
-967
-2% -$35.1K 0.03% 290
2022
Q3 		$1.81M Sell
54,806
-517
-0.9% -$17.2K 0.03% 277
2022
Q2 		$1.67M Sell
55,323
-1,967
-3% -$60.5K 0.03% 278
2022
Q1 		$1.99M Sell
57,290
-318
-0.6% -$11.7K 0.03% 278
2021
Q4 		$2.07M Sell
57,608
-5,388
-9% -$188K 0.03% 293
2021
Q3 		$2.07M Buy
62,996
+5,714
+10% +$171K 0.03% 286
2021
Q2 		$1.83M Buy
57,282
+545
+1% +$18.3K 0.03% 302
2021
Q1 		$1.94M Buy
56,737
+590
+1% +$19.4K 0.03% 286
2020
Q4 		$1.6M Sell
56,147
-164
-0.3% -$3.87K 0.03% 297
2020
Q3 		$953K Buy
56,311
+39,133
+228% +$704K 0.02% 325
2020
Q2 		$346K Buy
+17,178
New +$329K 0.01% 426
2018
Q3 		– Sell
-83,274
Closed -$2.55M – 621
2018
Q2 		$2.55M Sell
83,274
-58,317
-41% -$1.9M 0.06% 235
2018
Q1 		$4.48M Buy
+141,591
New +$4.43M 0.1% 161
2017
Q4 		– Sell
-68,862
Closed -$1.97M – 659
2017
Q3 		$1.97M Hold
68,862
– – 0.05% 253
2017
Q2 		$1.91M Sell
68,862
-13,178
-16% -$356K 0.05% 242
2017
Q1 		$2.27M Sell
82,040
-14,758
-15% -$420K 0.06% 213
2016
Q4 		$2.87M Buy
96,798
+748
+0.8% +$18.7K 0.08% 174
2016
Q3 		$2.02M Buy
+96,050
New +$1.91M 0.06% 203

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

Zacks Investment Management's UCB Position: Q2 2023 in Review

Zacks Investment Management sold out of United Community Banks (UCB) in Q2 2023, closing a stake of 54,423 shares — an estimated $1.53M sold.

Zacks Investment Management first reported a position in UCB in Q3 2016 and held it in 19 quarters. The position peaked at $4.48M in Q1 2018. 242 funds tracked by Wall St. Rank hold UCB as of Q2 2023.

  • Zacks Investment Management reported no remaining United Community Banks position as of Q2 2023 after selling out during the quarter.
  • Zacks Investment Management sold 54,423 United Community Banks shares in Q2 2023, an estimated $1.53M.
  • Zacks Investment Management first reported a position in United Community Banks in Q3 2016 and held it in 19 quarters.
  • Zacks Investment Management's United Community Banks position peaked at $4.48M in Q1 2018.
  • 242 funds tracked by Wall St. Rank held United Community Banks as of Q2 2023.

Based on Zacks Investment Management's 13F filing for Q2 2023, filed 15 Aug 2023.