AAM
UBSI icon

Aureus Asset Management’s United Bankshares UBSI Stock Holding History

Aureus Asset 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
2021
Q3 		– Sell
-7,415
Closed -$271K – 233
2021
Q2 		$271K Buy
+7,415
New +$291K 0.02% 189

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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aureus Asset Management's UBSI Position: Q3 2021 in Review

Aureus Asset Management sold out of United Bankshares (UBSI) in Q3 2021, closing a stake of 7,415 shares — an estimated $271K sold.

Aureus Asset Management first reported a position in UBSI in Q2 2021 and held it in 1 quarter. The position peaked at $271K in Q2 2021. 294 funds tracked by Wall St. Rank hold UBSI as of Q3 2021.

  • Aureus Asset Management reported no remaining United Bankshares position as of Q3 2021 after selling out during the quarter.
  • Aureus Asset Management sold 7,415 United Bankshares shares in Q3 2021, an estimated $271K.
  • Aureus Asset Management first reported a position in United Bankshares in Q2 2021 and held it in 1 quarter.
  • Aureus Asset Management's United Bankshares position peaked at $271K in Q2 2021.
  • 294 funds tracked by Wall St. Rank held United Bankshares as of Q3 2021.

Based on Aureus Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.