UNITED COMMUNITY BANK
Q4 2023 Form 13-F
GREENVILLE, SOUTH CAROLINA
CIK 0002000314
· Institutional investment manager
Consolidated report · includes
1 manager
since Q4 2021
$236.1M Reported Value Total
Reported value
$236.1M
Quarter over quarter
+8.4%
Holdings
365
Top-10 concentration
34.4%
Filing Structure
Reports holdings for
- UNITED COMMUNITY BANKS INC · since Q4 2021
Key People
Named on the latest Form 13-F filing — not necessarily an owner
Alisha Kamadia
Managing Director of Trust Admin/Sr Trust Officer
Filing Navigation
13F Metrics
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Q4 2023 13F record
Q4 2023 13F filing summary
| Period of report | December 31, 2023 |
|---|---|
| Filed | February 13, 2024 |
| Form | 13F-HR |
| Reported value | $236.1M |
| Positions | 365 |
| Change in reported value | +15.7% |
| New positions | 35 |
| Exited positions | 7 |
| Position turnover | 11.3% |
| Top-10 concentration | 34.4% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 28, 2026
|
555 | $335.9M |
|
Q2 2026 13F
Filed Aug 13, 2026
|
533 | $323.4M |
|
Q1 2026 13F
Filed Apr 24, 2026
|
564 | $299.9M |
|
Q4 2025 13F
Filed Jan 30, 2026
|
551 | $264.5M |
|
Q3 2025 13F
Filed Nov 4, 2025
|
590 | $323.0M |
|
Q2 2025 13F
Filed Jul 31, 2025
|
502 | $292.3M |
|
Q1 2025 13F
Filed May 2, 2025
|
486 | $268.4M |
|
Q4 2024 13F
Filed Feb 7, 2025
|
404 | $256.9M |
|
Q3 2024 13F
Filed Oct 30, 2024
|
360 | $256.2M |
|
Q2 2024 13F
Filed Aug 2, 2024
|
387 | $247.5M |
|
Q1 2024 13F
Filed May 3, 2024
|
355 | $257.5M |
|
Q4 2023 13F
Filed Feb 13, 2024
|
365 | $236.1M |
|
Q3 2023 13F
Filed Nov 14, 2023
|
337 | $204.1M |
|
Q2 2023 13F
Filed Feb 13, 2024
|
226 | $113.9M |
|
Q1 2023 13F
Filed Feb 13, 2024
|
226 | $105.8M |
|
Q4 2022 13F
Filed Feb 13, 2024
|
252 | $103.3M |
|
Q3 2022 13F
Filed Feb 13, 2024
|
254 | $95.8M |
|
Q2 2022 13F
Filed Feb 13, 2024
|
247 | $92.9M |
|
Q1 2022 13F
Filed Feb 13, 2024
|
247 | $99.9M |
|
Q4 2021 13F
Filed Feb 13, 2024
|
236 | $100.1M |
Top 20 holdings · Q4 2023
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | BRK-B BERKSHIRE HATHAWAY INC DEL CL B NEW COM | $27.8M | 11.76% |
| 2 | IVV ISHARES TR CORE S&P500 ETF | $13.7M | 5.8% |
| 3 | EFA ISHARES MSCI EAFE (MKT) | $10.3M | 4.35% |
| 4 | MSFT MICROSOFT CORP COM | $7.2M | 3.05% |
| 5 | VXF VANGUARD EXTENDED MARKET INDEX | $4.6M | 1.95% |
| 6 | AAPL APPLE INC COM | $4.3M | 1.83% |
| 7 | IJH ISHARES CORE S&P MID-CAP (MKT) | $4.0M | 1.69% |
| 8 | LQD ISHARES IBOXX $ INVST GRADE CRP | $3.5M | 1.5% |
| 9 | ETN EATON CORP PLC | $3.0M | 1.28% |
| 10 | MRK MERCK & CO INC | $2.7M | 1.16% |
| 11 | IGSB ISHARES SHORT-TERM | $2.7M | 1.12% |
| 12 | CSCO CISCO SYSTEMS INC | $2.6M | 1.08% |
| 13 | KO COCA COLA CO COM | $2.5M | 1.06% |
| 14 | UPS UNITED PARCEL SERVICE INC CL B | $2.5M | 1.04% |
| 15 | HD HOME DEPOT INC | $2.4M | 1.04% |
| 16 | AMZN AMAZON.COM INC | $2.4M | 1.03% |
| 17 | CAT CATERPILLAR INC COM | $2.4M | 1.02% |
| 18 | MCD MCDONALDS CORP | $2.4M | 1.01% |
| 19 | IJR ISHARES CORE S&P SMALL-CAP (MKT) | $2.3M | 0.97% |
| 20 | JPM JPMORGAN CHASE & CO | $2.2M | 0.95% |
Values as reported on the Q4 2023 Form 13F. Every position is in the holdings table below.