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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 $5.7T 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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return