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Disciplined Investments’s United Bankshares UBSI Stock Holding History

Disciplined 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
2023
Q3 		– Sell
-27
Closed -$801 – 1448
2023
Q2 		$801 Sell
27
-3
-10% -$94 ﹤0.01% 1057
2023
Q1 		$1.06K Sell
30
-5
-14% -$196 ﹤0.01% 928
2022
Q4 		$1.42K Buy
35
+1
+3% +$41 ﹤0.01% 754
2022
Q3 		$1K Buy
34
+2
+6% +$75 ﹤0.01% 1111
2022
Q2 		$1K Buy
32
+5
+19% +$175 ﹤0.01% 1141
2022
Q1 		$1K Buy
+27
New +$981 ﹤0.01% 1210

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Disciplined Investments's UBSI Position: Q3 2023 in Review

Disciplined Investments sold out of United Bankshares (UBSI) in Q3 2023, closing a stake of 27 shares — an estimated $801 sold.

Disciplined Investments first reported a position in UBSI in Q1 2022 and held it in 6 quarters. The position peaked at $1.42K in Q4 2022. 308 funds tracked by Wall St. Rank hold UBSI as of Q3 2023.

  • Disciplined Investments reported no remaining United Bankshares position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 27 United Bankshares shares in Q3 2023, an estimated $801.
  • Disciplined Investments first reported a position in United Bankshares in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's United Bankshares position peaked at $1.42K in Q4 2022.
  • 308 funds tracked by Wall St. Rank held United Bankshares as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.