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Caldwell Trust’s United Bankshares UBSI Stock Holding History

Caldwell Trust’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
Q3 		– Sell
-44
Closed -$1.3K – 755
2023
Q2 		$1.3K Hold
44
– – ﹤0.01% 729
2023
Q1 		$1.55K Hold
44
– – ﹤0.01% 712
2022
Q4 		$1.78K Hold
44
– – ﹤0.01% 703
2022
Q3 		$1.57K Hold
44
– – ﹤0.01% 704
2022
Q2 		$1.54K Hold
44
– – ﹤0.01% 722
2022
Q1 		$1.53K Hold
44
– – ﹤0.01% 724
2021
Q4 		$1.6K Hold
44
– – ﹤0.01% 723
2021
Q3 		$1.6K Hold
44
– – ﹤0.01% 711
2021
Q2 		$1.61K Buy
+44
New +$1.73K ﹤0.01% 720

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Caldwell Trust's UBSI Position: Q3 2023 in Review

Caldwell Trust sold out of United Bankshares (UBSI) in Q3 2023, closing a stake of 44 shares — an estimated $1.3K sold.

Caldwell Trust first reported a position in UBSI in Q2 2021 and held it in 9 quarters. The position peaked at $1.78K in Q4 2022. 308 funds tracked by Wall St. Rank hold UBSI as of Q3 2023.

  • Caldwell Trust reported no remaining United Bankshares position as of Q3 2023 after selling out during the quarter.
  • Caldwell Trust sold 44 United Bankshares shares in Q3 2023, an estimated $1.3K.
  • Caldwell Trust first reported a position in United Bankshares in Q2 2021 and held it in 9 quarters.
  • Caldwell Trust's United Bankshares position peaked at $1.78K in Q4 2022.
  • 308 funds tracked by Wall St. Rank held United Bankshares as of Q3 2023.

Based on Caldwell Trust's 13F filing for Q3 2023, filed 1 Oct 2025.