Chartwell Investment Partners’s United Bankshares UBSI Stock Holding History

Chartwell Investment Partners’s Portfolio UBSI Stock Details UBSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	$9.33M	Sell	251,537 -28,200	-10%	-$1.05M	0.32%	95
2024 Q2	$9.07M	Sell	279,737 -8,574	-3%	-$278K	0.32%	103
2024 Q1	$10.3M	Sell	288,311 -71,684	-20%	-$2.57M	0.36%	86
2023 Q4	$13.5M	Buy	359,995 +87,832	+32%	+$3.3M	0.47%	47
2023 Q3	$7.51M	Sell	272,163 -13,191	-5%	-$364K	0.29%	127
2023 Q2	$8.47M	Buy	285,354 +133,495	+88%	+$3.96M	0.31%	116
2023 Q1	$5.35M	Sell	151,859 -1,293	-0.8%	-$45.5K	0.2%	176
2022 Q4	$6.2M	Sell	153,152 -2,165	-1%	-$87.7K	0.24%	147
2022 Q3	$5.55M	Sell	155,317 -2,927	-2%	-$105K	0.24%	157
2022 Q2	$5.55M	Sell	158,244 -1,723	-1%	-$60.4K	0.22%	164
2022 Q1	$5.58M	Sell	159,967 -45,988	-22%	-$1.6M	0.19%	185
2021 Q4	$7.47M	Sell	205,955 -3,878	-2%	-$141K	0.22%	171
2021 Q3	$7.63M	Sell	209,833 -22,450	-10%	-$817K	0.24%	158
2021 Q2	$8.48M	Sell	232,283 -2,454	-1%	-$89.6K	0.25%	144
2021 Q1	$9.06M	Buy	234,737 +2,058	+0.9%	+$79.4K	0.27%	147
2020 Q4	$7.54M	Sell	232,679 -2,959	-1%	-$95.9K	0.24%	160
2020 Q3	$5.06M	Sell	235,638 -2,469	-1%	-$53K	0.19%	175
2020 Q2	$6.59M	Buy	238,107 +10,289	+5%	+$285K	0.25%	158
2020 Q1	$5.26M	Buy	227,818 +4,340	+2%	+$100K	0.25%	152
2019 Q4	$8.64M	Buy	223,478 +1,500	+0.7%	+$58K	0.29%	151
2019 Q3	$8.41M	Sell	221,978 -12,038	-5%	-$456K	0.28%	149
2019 Q2	$8.68M	Sell	234,016 -11,670	-5%	-$433K	0.28%	142
2019 Q1	$8.9M	Sell	245,686 -13,750	-5%	-$498K	0.29%	139
2018 Q4	$8.07M	Sell	259,436 -8,210	-3%	-$255K	0.28%	123
2018 Q3	$9.73M	Sell	267,646 -8,355	-3%	-$304K	0.29%	124
2018 Q2	$10M	Sell	276,001 -16,899	-6%	-$615K	0.3%	123
2018 Q1	$10.3M	Buy	292,900 +24,300	+9%	+$857K	0.35%	115
2017 Q4	$9.33M	Sell	268,600 -10,020	-4%	-$348K	0.32%	117
2017 Q3	$10.4M	Sell	278,620 -7,470	-3%	-$277K	0.35%	109
2017 Q2	$11.2M	Sell	286,090 -12,625	-4%	-$495K	0.42%	91
2017 Q1	$12.6M	Buy	298,715 +700	+0.2%	+$29.6K	0.46%	82
2016 Q4	$13.8M	Sell	298,015 -8,380	-3%	-$388K	0.47%	78
2016 Q3	$11.5M	Sell	306,395 -19,200	-6%	-$723K	0.21%	158
2016 Q2	$12.2M	Buy	325,595 +225	+0.1%	+$8.44K	0.22%	144
2016 Q1	$11.9M	Sell	325,370 -6,968	-2%	-$256K	0.23%	122
2015 Q4	$12.3M	Buy	332,338 +450	+0.1%	+$16.6K	0.25%	119
2015 Q3	$12.6M	Sell	331,888 -17,375	-5%	-$660K	0.27%	120
2015 Q2	$14.1M	Buy	349,263 +8,940	+3%	+$360K	0.27%	131
2015 Q1	$12.8M	Buy	340,323 +4,678	+1%	+$176K	0.25%	157
2014 Q4	$12.6M	Sell	335,645 -2,725	-0.8%	-$102K	0.26%	165
2014 Q3	$10.5M	Buy	338,370 +87,900	+35%	+$2.72M	0.24%	174
2014 Q2	$8.1M	Buy	250,470 +24,580	+11%	+$795K	0.17%	202
2014 Q1	$6.92M	Sell	225,890 -4,700	-2%	-$144K	0.14%	222
2013 Q4	$7.25M	Sell	230,590 -14,440	-6%	-$454K	0.15%	222
2013 Q3	$7.1M	Buy	245,030 +33,175	+16%	+$961K	0.16%	221
2013 Q2	$5.6M	Buy	+211,855	New	+$5.6M	0.14%	235