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Ategra Capital Management’s United Bankshares UBSI Stock Holding History

Ategra Capital Management’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
2019
Q3 		– Sell
-30,020
Closed -$1.11M – 99
2019
Q2 		$1.11M Sell
30,020
-1,232
-4% -$46.3K 1.04% 23
2019
Q1 		$1.13M Buy
+31,252
New +$1.13M 1.11% 17

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Ategra Capital Management's UBSI Position: Q3 2019 in Review

Ategra Capital Management sold out of United Bankshares (UBSI) in Q3 2019, closing a stake of 30,020 shares — an estimated $1.11M sold.

Ategra Capital Management first reported a position in UBSI in Q1 2019 and held it in 2 quarters. The position peaked at $1.13M in Q1 2019. 265 funds tracked by Wall St. Rank hold UBSI as of Q3 2019.

  • Ategra Capital Management reported no remaining United Bankshares position as of Q3 2019 after selling out during the quarter.
  • Ategra Capital Management sold 30,020 United Bankshares shares in Q3 2019, an estimated $1.11M.
  • Ategra Capital Management first reported a position in United Bankshares in Q1 2019 and held it in 2 quarters.
  • Ategra Capital Management's United Bankshares position peaked at $1.13M in Q1 2019.
  • 265 funds tracked by Wall St. Rank held United Bankshares as of Q3 2019.

Based on Ategra Capital Management's 13F filing for Q3 2019, filed 14 Feb 2025.