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

Ziegler 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
2023 Q4	–	Sell	-273,482	Closed	-$6.95M	–	409
2023 Q3	$6.95M	Sell	273,482 -1,515	-0.6%	-$41K	0.28%	128
2023 Q2	$6.87M	Sell	274,997 -64,981	-19%	-$1.61M	0.26%	145
2023 Q1	$9.56M	Sell	339,978 -5,120	-1%	-$162K	0.38%	96
2022 Q4	$11.7M	Buy	345,098 +29,572	+9%	+$1.07M	0.49%	55
2022 Q3	$10.4M	Sell	315,526 -6,885	-2%	-$229K	0.46%	67
2022 Q2	$9.73M	Sell	322,411 -77,893	-19%	-$2.4M	0.4%	87
2022 Q1	$13.9M	Sell	400,304 -51,135	-11%	-$1.88M	0.59%	50
2021 Q4	$16.2M	Sell	451,439 -23,569	-5%	-$823K	0.58%	42
2021 Q3	$15.6M	Buy	475,008 +270,921	+133%	+$8.12M	0.56%	39
2021 Q2	$15.3M	Sell	204,087 -287,008	-58%	-$9.66M	0.51%	52
2021 Q1	$16.8M	Buy	491,095 +1,902	+0.4%	+$62.5K	0.53%	49
2020 Q4	$13.9M	Buy	489,193 +107,447	+28%	+$2.54M	0.46%	67
2020 Q3	$6.46M	Sell	381,746 -33,590	-8%	-$605K	0.25%	148
2020 Q2	$8.36M	Sell	415,336 -35,940	-8%	-$688K	0.27%	111
2020 Q1	$8.26M	Buy	+451,276	New	+$11.6M	0.22%	128

Other funds holding UCB

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $204B AUM 27.99% 1-Year Est. Return

Ziegler Capital Management's UCB Position: Q4 2023 in Review

Ziegler Capital Management sold out of United Community Banks (UCB) in Q4 2023, closing a stake of 273,482 shares — an estimated $6.95M sold.

Ziegler Capital Management first reported a position in UCB in Q1 2020 and held it in 15 quarters. The position peaked at $16.8M in Q1 2021. 254 funds tracked by Wall St. Rank hold UCB as of Q4 2023.

Ziegler Capital Management reported no remaining United Community Banks position as of Q4 2023 after selling out during the quarter.
Ziegler Capital Management sold 273,482 United Community Banks shares in Q4 2023, an estimated $6.95M.
Ziegler Capital Management first reported a position in United Community Banks in Q1 2020 and held it in 15 quarters.
Ziegler Capital Management's United Community Banks position peaked at $16.8M in Q1 2021.
254 funds tracked by Wall St. Rank held United Community Banks as of Q4 2023.

Based on Ziegler Capital Management's 13F filing for Q4 2023, filed 11 Jan 2024.