Cambridge Trust’s United Bankshares UBSI Stock Holding History

Cambridge 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
2022 Q4	–	Sell	-77	Closed	-$3K	–	892
2022 Q3	$3K	Buy	+77	New	+$2.87K	﹤0.01%	765

Other funds holding UBSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cambridge Trust's UBSI Position: Q4 2022 in Review

Cambridge Trust sold out of United Bankshares (UBSI) in Q4 2022, closing a stake of 77 shares — an estimated $3K sold.

Cambridge Trust first reported a position in UBSI in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 323 funds tracked by Wall St. Rank hold UBSI as of Q4 2022.

Cambridge Trust reported no remaining United Bankshares position as of Q4 2022 after selling out during the quarter.
Cambridge Trust sold 77 United Bankshares shares in Q4 2022, an estimated $3K.
Cambridge Trust first reported a position in United Bankshares in Q3 2022 and held it in 1 quarter.
Cambridge Trust's United Bankshares position peaked at $3K in Q3 2022.
323 funds tracked by Wall St. Rank held United Bankshares as of Q4 2022.

Based on Cambridge Trust's 13F filing for Q4 2022, filed 10 Jan 2023.