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55I LLC’s United Bankshares UBSI Stock Holding History

55I LLC’s Portfolio UBSI Stock Details UBSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$1.51M Sell
42,284
-356
-0.8% -$13.3K 0.04% 208
2022
Q2 		$1.5M Sell
42,640
-953
-2% -$33.4K 0.04% 201
2022
Q1 		$1.52M Hold
43,593
– – 0.04% 208
2021
Q4 		$1.58M Buy
+43,593
New +$1.6M 0.04% 196

Other funds holding UBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

55I LLC's UBSI Position: Q3 2022 in Review

55I LLC reduced its United Bankshares (UBSI) stake by 0.83% in Q3 2022, selling an estimated $13.3K and leaving 42,284 shares worth $1.51M. The position accounts for 0.04% of the portfolio, ranked #208.

55I LLC first reported a position in UBSI in Q4 2021 and has held it in 4 quarters since. The position peaked at $1.58M in Q4 2021. 314 funds tracked by Wall St. Rank hold UBSI as of Q3 2022.

  • 55I LLC held 42,284 shares of United Bankshares worth $1.51M as of Q3 2022.
  • 55I LLC sold 356 United Bankshares shares in Q3 2022, an estimated $13.3K.
  • United Bankshares made up 0.04% of 55I LLC's portfolio in Q3 2022, its #208 holding.
  • 55I LLC first reported a position in United Bankshares in Q4 2021 and has held it in 4 quarters since.
  • 55I LLC's United Bankshares position peaked at $1.58M in Q4 2021.
  • 314 funds tracked by Wall St. Rank held United Bankshares as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.