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CoreFirst Bank & Trust’s United Bankshares UBSI Stock Holding History

CoreFirst Bank & 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
Q3 		– Sell
-1,200
Closed -$42K – 411
2022
Q2 		$42K Hold
1,200
– – 0.03% 229
2022
Q1 		$42K Hold
1,200
– – 0.03% 257
2021
Q4 		$44K Hold
1,200
– – 0.03% 270
2021
Q3 		$44K Hold
1,200
– – 0.03% 269
2021
Q2 		$44K Hold
1,200
– – 0.03% 271
2021
Q1 		$46K Hold
1,200
– – 0.03% 263
2020
Q4 		$39K Buy
+1,200
New +$33.9K 0.03% 252

Other funds holding UBSI

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State Street
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Vanguard Group
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Dimensional Fund Advisors
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SAM
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EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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