$204 Million is the total value of United Community Bank's 338 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2023 | ||||||||
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL CL B NEW COM | 1 | Q3 2023 | 12.7% |
| ISHARES CORE S&P 500 (MKT) | 1 | Q3 2023 | 6.1% |
| ISHARES MSCI EAFE (MKT) | 1 | Q3 2023 | 4.7% |
| MICROSOFT CORP | 1 | Q3 2023 | 3.1% |
| VANGUARD EXTENDED MARKET INDEX | 1 | Q3 2023 | 2.0% |
| ISHARES CORE S&P MID-CAP (MKT) | 1 | Q3 2023 | 1.9% |
| ISHARES IBOXX $ INVST GRADE CRP | 1 | Q3 2023 | 1.8% |
| ISHARES SHORT-TERM | 1 | Q3 2023 | 1.6% |
| EATON CORP PLC | 1 | Q3 2023 | 1.3% |
| MERCK & CO INC | 1 | Q3 2023 | 1.3% |
View United Community Bank's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-03 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-14 |
View United Community Bank's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.