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Coury Firm Asset Management’s United Bankshares UBSI Stock Holding History

Coury Firm 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
-32,732
Closed -$1.15M – 60
2023
Q1 		$1.15M Buy
+32,732
New +$1.28M 1.62% 13
2022
Q1 		– Sell
-38,480
Closed -$1.4M – 69
2021
Q4 		$1.4M Buy
+38,480
New +$1.42M 1.06% 15

Other funds holding UBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
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
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

Coury Firm Asset Management's UBSI Position: Q2 2023 in Review

Coury Firm Asset Management sold out of United Bankshares (UBSI) in Q2 2023, closing a stake of 32,732 shares — an estimated $1.15M sold.

Coury Firm Asset Management first reported a position in UBSI in Q4 2021 and held it in 2 quarters. The position peaked at $1.4M in Q4 2021. 297 funds tracked by Wall St. Rank hold UBSI as of Q2 2023.

  • Coury Firm Asset Management reported no remaining United Bankshares position as of Q2 2023 after selling out during the quarter.
  • Coury Firm Asset Management sold 32,732 United Bankshares shares in Q2 2023, an estimated $1.15M.
  • Coury Firm Asset Management first reported a position in United Bankshares in Q4 2021 and held it in 2 quarters.
  • Coury Firm Asset Management's United Bankshares position peaked at $1.4M in Q4 2021.
  • 297 funds tracked by Wall St. Rank held United Bankshares as of Q2 2023.

Based on Coury Firm Asset Management's 13F filing for Q2 2023, filed 14 Aug 2023.