Campbell Newman Asset Management’s United Bankshares UBSI Stock Holding History

Campbell Newman Asset Management’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 Q2	–	Sell	-39,263	Closed	-$1.38M	–	111
2023 Q1	$1.38M	Buy	39,263 +362	+0.9%	+$14.2K	0.13%	71
2022 Q4	$1.58M	Buy	38,901 +1,243	+3%	+$50.4K	0.16%	62
2022 Q3	$1.35M	Buy	37,658 +904	+2%	+$33.7K	0.15%	62
2022 Q2	$1.29M	Buy	36,754 +1,617	+5%	+$56.7K	0.14%	64
2022 Q1	$1.23M	Buy	35,137 +681	+2%	+$24.7K	0.12%	74
2021 Q4	$1.25M	Buy	34,456 +928	+3%	+$34.2K	0.11%	76
2021 Q3	$1.22M	Buy	33,528 +1,646	+5%	+$57.5K	0.12%	74
2021 Q2	$1.16M	Buy	31,882 +1,776	+6%	+$69.8K	0.11%	79
2021 Q1	$1.16M	Buy	30,106 +13,325	+79%	+$489K	0.12%	80
2020 Q4	$544K	Buy	16,781 +1,353	+9%	+$38.2K	0.06%	105
2020 Q3	$331K	Buy	15,428 +307	+2%	+$7.99K	0.04%	115
2020 Q2	$418K	Buy	+15,121	New	+$406K	0.06%	105

Other funds holding UBSI

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

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

Campbell Newman Asset Management's UBSI Position: Q2 2023 in Review

Campbell Newman Asset Management sold out of United Bankshares (UBSI) in Q2 2023, closing a stake of 39,263 shares — an estimated $1.38M sold.

Campbell Newman Asset Management first reported a position in UBSI in Q2 2020 and held it in 12 quarters. The position peaked at $1.58M in Q4 2022. 295 funds tracked by Wall St. Rank hold UBSI as of Q2 2023.

Campbell Newman Asset Management reported no remaining United Bankshares position as of Q2 2023 after selling out during the quarter.
Campbell Newman Asset Management sold 39,263 United Bankshares shares in Q2 2023, an estimated $1.38M.
Campbell Newman Asset Management first reported a position in United Bankshares in Q2 2020 and held it in 12 quarters.
Campbell Newman Asset Management's United Bankshares position peaked at $1.58M in Q4 2022.
295 funds tracked by Wall St. Rank held United Bankshares as of Q2 2023.

Based on Campbell Newman Asset Management's 13F filing for Q2 2023, filed 24 Jul 2023.