Bank of Nova Scotia
UBSI icon

Bank of Nova Scotia’s United Bankshares UBSI Stock Holding History

Bank of Nova Scotia’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
2023
Q4 		– Sell
-15,378
Closed -$424K – 1092
2023
Q3 		$424K Sell
15,378
-1,768
-10% -$53.2K ﹤0.01% 838
2023
Q2 		$509K Sell
17,146
-322
-2% -$10.1K ﹤0.01% 808
2023
Q1 		$615K Buy
17,468
+5,566
+47% +$218K ﹤0.01% 804
2022
Q4 		$482K Sell
11,902
-13,526
-53% -$548K ﹤0.01% 927
2022
Q3 		$909K Buy
25,428
+1,775
+8% +$66.2K ﹤0.01% 811
2022
Q2 		$829K Buy
+23,653
New +$830K ﹤0.01% 891
2017
Q3 		– Sell
-12,700
Closed -$498K – 989
2017
Q2 		$498K Buy
+12,700
New +$504K ﹤0.01% 857

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of Nova Scotia's UBSI Position: Q4 2023 in Review

Bank of Nova Scotia sold out of United Bankshares (UBSI) in Q4 2023, closing a stake of 15,378 shares — an estimated $424K sold.

Bank of Nova Scotia first reported a position in UBSI in Q2 2017 and held it in 7 quarters. The position peaked at $909K in Q3 2022. 309 funds tracked by Wall St. Rank hold UBSI as of Q4 2023.

  • Bank of Nova Scotia reported no remaining United Bankshares position as of Q4 2023 after selling out during the quarter.
  • Bank of Nova Scotia sold 15,378 United Bankshares shares in Q4 2023, an estimated $424K.
  • Bank of Nova Scotia first reported a position in United Bankshares in Q2 2017 and held it in 7 quarters.
  • Bank of Nova Scotia's United Bankshares position peaked at $909K in Q3 2022.
  • 309 funds tracked by Wall St. Rank held United Bankshares as of Q4 2023.

Based on Bank of Nova Scotia's 13F filing for Q4 2023, filed 12 Feb 2024.