Baird Financial Group
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Baird Financial Group’s United Bankshares UBSI Stock Holding History

Baird Financial 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
2022
Q3 		– Sell
-15,252
Closed -$535K – 1842
2022
Q2 		$535K Sell
15,252
-3
-0% -$105 ﹤0.01% 1322
2022
Q1 		$532K Sell
15,255
-111
-0.7% -$4.03K ﹤0.01% 1378
2021
Q4 		$557K Buy
15,366
+11
+0.1% +$405 ﹤0.01% 1430
2021
Q3 		$559K Buy
15,355
+8,904
+138% +$311K ﹤0.01% 1426
2021
Q2 		$235K Hold
6,451
– – ﹤0.01% 1644
2021
Q1 		$249K Hold
6,451
– – ﹤0.01% 1578
2020
Q4 		$209K Buy
+6,451
New +$182K ﹤0.01% 1502
2020
Q3 		– Sell
-7,326
Closed -$203K – 1575
2020
Q2 		$203K Buy
+7,326
New +$197K ﹤0.01% 1418
2020
Q1 		– Sell
-9,957
Closed -$385K – 1561
2019
Q4 		$385K Hold
9,957
– – ﹤0.01% 1249
2019
Q3 		$377K Sell
9,957
-846
-8% -$31.3K ﹤0.01% 1256
2019
Q2 		$401K Buy
10,803
+3,481
+48% +$131K ﹤0.01% 1258
2019
Q1 		$265K Sell
7,322
-556
-7% -$20.1K ﹤0.01% 1178
2018
Q4 		$245K Buy
7,878
+1
+0% +$34 ﹤0.01% 1164
2018
Q3 		$282K Sell
7,877
-3,732
-32% -$142K ﹤0.01% 1194
2018
Q2 		$423K Sell
11,609
-1
-0% -$36 ﹤0.01% 1061
2018
Q1 		$409K Buy
11,610
+3,594
+45% +$130K ﹤0.01% 1065
2017
Q4 		$279K Sell
8,016
-78
-1% -$2.81K ﹤0.01% 1142
2017
Q3 		$301K Buy
8,094
+81
+1% +$2.85K ﹤0.01% 1108
2017
Q2 		$314K Buy
8,013
+513
+7% +$20.4K ﹤0.01% 1076
2017
Q1 		$317K Buy
7,500
+319
+4% +$14.1K ﹤0.01% 1063
2016
Q4 		$332K Sell
7,181
-232
-3% -$9.85K ﹤0.01% 1032
2016
Q3 		$279K Buy
7,413
+1
+0% +$38 ﹤0.01% 1072
2016
Q2 		$278K Buy
7,412
+43
+0.6% +$1.62K ﹤0.01% 1057
2016
Q1 		$270K Buy
7,369
+44
+0.6% +$1.54K ﹤0.01% 1076
2015
Q4 		$271K Sell
7,325
-961
-12% -$38K ﹤0.01% 1098
2015
Q3 		$315K Buy
8,286
+1
+0% +$39 ﹤0.01% 1044
2015
Q2 		$333K Buy
+8,285
New +$317K ﹤0.01% 1092

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $552B AUM 44.19% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Baird Financial Group's UBSI Position: Q3 2022 in Review

Baird Financial Group sold out of United Bankshares (UBSI) in Q3 2022, closing a stake of 15,252 shares — an estimated $535K sold.

Baird Financial Group first reported a position in UBSI in Q2 2015 and held it in 27 quarters. The position peaked at $559K in Q3 2021. 313 funds tracked by Wall St. Rank hold UBSI as of Q3 2022.

  • Baird Financial Group reported no remaining United Bankshares position as of Q3 2022 after selling out during the quarter.
  • Baird Financial Group sold 15,252 United Bankshares shares in Q3 2022, an estimated $535K.
  • Baird Financial Group first reported a position in United Bankshares in Q2 2015 and held it in 27 quarters.
  • Baird Financial Group's United Bankshares position peaked at $559K in Q3 2021.
  • 313 funds tracked by Wall St. Rank held United Bankshares as of Q3 2022.

Based on Baird Financial Group's 13F filing for Q3 2022, filed 15 Nov 2022.