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Aperio Group’s United Bankshares UBSI Stock Holding History

Aperio Group’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
2020
Q4 		$1.9M Sell
58,539
-7,214
-11% -$204K 0.01% 1263
2020
Q3 		$1.41M Sell
65,753
-28,476
-30% -$741K ﹤0.01% 1277
2020
Q2 		$2.61M Sell
94,229
-9,729
-9% -$261K 0.01% 992
2020
Q1 		$2.4M Buy
103,958
+71,492
+220% +$2.24M 0.01% 946
2019
Q4 		$1.25M Sell
32,466
-537
-2% -$20.7K ﹤0.01% 1312
2019
Q3 		$1.25M Buy
33,003
+1,649
+5% +$61.1K ﹤0.01% 1285
2019
Q2 		$1.16M Sell
31,354
-1,019
-3% -$38.3K ﹤0.01% 1329
2019
Q1 		$1.17M Sell
32,373
-547
-2% -$19.7K 0.01% 1289
2018
Q4 		$1.02M Sell
32,920
-27,331
-45% -$923K 0.01% 1298
2018
Q3 		$2.19M Buy
60,251
+6,419
+12% +$243K 0.01% 1025
2018
Q2 		$1.96M Sell
53,832
-3,350
-6% -$120K 0.01% 1040
2018
Q1 		$2.02M Buy
57,182
+5,805
+11% +$210K 0.01% 1005
2017
Q4 		$1.78M Sell
51,377
-18
-0% -$649 0.01% 1026
2017
Q3 		$1.91M Buy
51,395
+16,626
+48% +$585K 0.01% 956
2017
Q2 		$1.36M Buy
34,769
+23,293
+203% +$925K 0.01% 1086
2017
Q1 		$485K Sell
11,476
-473
-4% -$20.8K ﹤0.01% 1562
2016
Q4 		$553K Buy
11,949
+333
+3% +$14.1K ﹤0.01% 1451
2016
Q3 		$438K Buy
11,616
+46
+0.4% +$1.76K ﹤0.01% 1524
2016
Q2 		$434K Sell
11,570
-257
-2% -$9.7K ﹤0.01% 1466
2016
Q1 		$434K Buy
11,827
+4,484
+61% +$157K ﹤0.01% 1438
2015
Q4 		$272K Buy
7,343
+565
+8% +$22.3K ﹤0.01% 1674
2015
Q3 		$257K Buy
6,778
+64
+1% +$2.51K ﹤0.01% 1644
2015
Q2 		$270K Buy
6,714
+605
+10% +$23.1K ﹤0.01% 1700
2015
Q1 		$230K Buy
6,109
+274
+5% +$10K ﹤0.01% 1743
2014
Q4 		$219K Buy
+5,835
New +$201K ﹤0.01% 1690

Other funds holding UBSI

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Aperio Group's UBSI Position: Q4 2020 in Review

Aperio Group reduced its United Bankshares (UBSI) stake by 11% in Q4 2020, selling an estimated $204K and leaving 58,539 shares worth $1.9M. The position accounts for 0.01% of the portfolio, ranked #1263.

Aperio Group first reported a position in UBSI in Q4 2014 and has held it in 25 quarters since. The position peaked at $2.61M in Q2 2020. 271 funds tracked by Wall St. Rank hold UBSI as of Q4 2020.

  • Aperio Group held 58,539 shares of United Bankshares worth $1.9M as of Q4 2020.
  • Aperio Group sold 7,214 United Bankshares shares in Q4 2020, an estimated $204K.
  • United Bankshares made up 0.01% of Aperio Group's portfolio in Q4 2020, its #1263 holding.
  • Aperio Group first reported a position in United Bankshares in Q4 2014 and has held it in 25 quarters since.
  • Aperio Group's United Bankshares position peaked at $2.61M in Q2 2020.
  • 271 funds tracked by Wall St. Rank held United Bankshares as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.