ClearBridge Investments
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ClearBridge Investments’s United Bankshares UBSI Stock Holding History

ClearBridge Investments’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
2020
Q2 		– Sell
-853
Closed -$20K – 1053
2020
Q1 		$20K Sell
853
-22
-3% -$691 ﹤0.01% 882
2019
Q4 		$34K Buy
875
+7
+0.8% +$270 ﹤0.01% 894
2019
Q3 		$33K Sell
868
-2
-0.2% -$74 ﹤0.01% 876
2019
Q2 		$32K Buy
+870
New +$32.7K ﹤0.01% 883

Other funds holding UBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

ClearBridge Investments's UBSI Position: Q2 2020 in Review

ClearBridge Investments sold out of United Bankshares (UBSI) in Q2 2020, closing a stake of 853 shares — an estimated $20K sold.

ClearBridge Investments first reported a position in UBSI in Q2 2019 and held it in 4 quarters. The position peaked at $34K in Q4 2019. 270 funds tracked by Wall St. Rank hold UBSI as of Q2 2020.

  • ClearBridge Investments reported no remaining United Bankshares position as of Q2 2020 after selling out during the quarter.
  • ClearBridge Investments sold 853 United Bankshares shares in Q2 2020, an estimated $20K.
  • ClearBridge Investments first reported a position in United Bankshares in Q2 2019 and held it in 4 quarters.
  • ClearBridge Investments's United Bankshares position peaked at $34K in Q4 2019.
  • 270 funds tracked by Wall St. Rank held United Bankshares as of Q2 2020.

Based on ClearBridge Investments's 13F filing for Q2 2020, filed 14 Aug 2020.