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Charter Oak Capital Management’s United Bankshares UBSI Stock Holding History

Charter Oak Capital 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
2022
Q3 		– Sell
-50
Closed -$2K – 834
2022
Q2 		$2K Hold
50
– – ﹤0.01% 855
2022
Q1 		$2K Buy
+50
New +$1.82K ﹤0.01% 899

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charter Oak Capital Management's UBSI Position: Q3 2022 in Review

Charter Oak Capital Management sold out of United Bankshares (UBSI) in Q3 2022, closing a stake of 50 shares — an estimated $2K sold.

Charter Oak Capital Management first reported a position in UBSI in Q1 2022 and held it in 2 quarters. The position peaked at $2K in Q2 2022. 313 funds tracked by Wall St. Rank hold UBSI as of Q3 2022.

  • Charter Oak Capital Management reported no remaining United Bankshares position as of Q3 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 50 United Bankshares shares in Q3 2022, an estimated $2K.
  • Charter Oak Capital Management first reported a position in United Bankshares in Q1 2022 and held it in 2 quarters.
  • Charter Oak Capital Management's United Bankshares position peaked at $2K in Q2 2022.
  • 313 funds tracked by Wall St. Rank held United Bankshares as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.