Bartlett & Co’s United Bankshares UBSI Stock Holding History

Bartlett & Co’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	-1,600	Closed	-$45K	–	1250
2023 Q3	$45K	Hold	1,600	–	–	﹤0.01%	681
2023 Q2	$48K	Hold	1,600	–	–	﹤0.01%	680
2023 Q1	$57K	Hold	1,600	–	–	﹤0.01%	553
2022 Q4	$65K	Sell	1,600 -55	-3%	-$2.23K	﹤0.01%	542
2022 Q3	$60K	Sell	1,655 -87	-5%	-$3.24K	﹤0.01%	539
2022 Q2	$62K	Buy	1,742 +142	+9%	+$4.98K	﹤0.01%	540
2022 Q1	$56K	Buy	+1,600	New	+$58.1K	﹤0.01%	572
2021 Q4	–	Sell	-1,600	Closed	-$58K	–	856
2021 Q3	$58K	Hold	1,600	–	–	﹤0.01%	487
2021 Q2	$58K	Hold	1,600	–	–	﹤0.01%	481
2021 Q1	$62K	Hold	1,600	–	–	﹤0.01%	501
2020 Q4	$52K	Hold	1,600	–	–	﹤0.01%	521
2020 Q3	$34K	Hold	1,600	–	–	﹤0.01%	545
2020 Q2	$44K	Hold	1,600	–	–	﹤0.01%	520
2020 Q1	$37K	Buy	+1,600	New	+$50.2K	﹤0.01%	517
2019 Q3	$61K	Buy	+1,600	New	+$59.3K	﹤0.01%	486
2016 Q3	–	Sell	-250	Closed	-$9K	–	731
2016 Q2	$9K	Hold	250	–	–	﹤0.01%	620
2016 Q1	$9K	Hold	250	–	–	﹤0.01%	610
2015 Q4	$9K	Hold	250	–	–	﹤0.01%	623
2015 Q3	$9K	Buy	+250	New	+$9.81K	﹤0.01%	624

Other funds holding UBSI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bartlett & Co's UBSI Position: Q4 2023 in Review

Bartlett & Co sold out of United Bankshares (UBSI) in Q4 2023, closing a stake of 1,600 shares — an estimated $45K sold.

Bartlett & Co first reported a position in UBSI in Q3 2015 and held it in 19 quarters. The position peaked at $65K in Q4 2022. 309 funds tracked by Wall St. Rank hold UBSI as of Q4 2023.

Bartlett & Co reported no remaining United Bankshares position as of Q4 2023 after selling out during the quarter.
Bartlett & Co sold 1,600 United Bankshares shares in Q4 2023, an estimated $45K.
Bartlett & Co first reported a position in United Bankshares in Q3 2015 and held it in 19 quarters.
Bartlett & Co's United Bankshares position peaked at $65K in Q4 2022.
309 funds tracked by Wall St. Rank held United Bankshares as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.