Berman Capital Advisors’s United Bankshares UBSI Stock Holding History

Berman Capital Advisors’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	$11K	Buy	312 +65	+26%	+$2.27K	﹤0.01%	1164
2021 Q2	$9K	Sell	247 -140	-36%	-$5.5K	﹤0.01%	1176
2021 Q1	$14K	Buy	387 +1	+0.3%	+$37	﹤0.01%	930
2020 Q4	$12K	Buy	386 +51	+15%	+$1.44K	﹤0.01%	859
2020 Q3	$7K	Sell	335 -2	-0.6%	-$52	﹤0.01%	941
2020 Q2	$9K	Hold	337	–	–	﹤0.01%	815
2020 Q1	$7K	Buy	+337	New	+$10.6K	﹤0.01%	805

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Berman Capital Advisors's UBSI Position: Q3 2021 in Review

Berman Capital Advisors increased its United Bankshares (UBSI) stake by 26% in Q3 2021, buying an estimated $2.27K and bringing the position to 312 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1164.

Berman Capital Advisors first reported a position in UBSI in Q1 2020 and has held it in 7 quarters since. The position peaked at $14K in Q1 2021. 294 funds tracked by Wall St. Rank hold UBSI as of Q3 2021.

Berman Capital Advisors held 312 shares of United Bankshares worth $11K as of Q3 2021.
Berman Capital Advisors bought 65 United Bankshares shares in Q3 2021, an estimated $2.27K.
United Bankshares made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1164 holding.
Berman Capital Advisors first reported a position in United Bankshares in Q1 2020 and has held it in 7 quarters since.
Berman Capital Advisors's United Bankshares position peaked at $14K in Q1 2021.
294 funds tracked by Wall St. Rank held United Bankshares as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.