Dixon Hubard Feinour & Brown’s United Bankshares UBSI Stock Holding History

Dixon Hubard Feinour & Brown’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
2021 Q3	–	Sell	-8,451	Closed	-$308K	–	190
2021 Q2	$308K	Hold	8,451	–	–	0.06%	150
2021 Q1	$326K	Buy	+8,451	New	+$310K	0.04%	165
2020 Q3	–	Sell	-8,451	Closed	-$232K	–	187
2020 Q2	$232K	Buy	+8,451	New	+$227K	0.06%	163
2020 Q1	–	Sell	-8,285	Closed	-$320K	–	184
2019 Q4	$320K	Hold	8,285	–	–	0.08%	134
2019 Q3	$314K	Hold	8,285	–	–	0.09%	131
2019 Q2	$307K	Sell	8,285 -400	-5%	-$15K	0.09%	134
2019 Q1	$315K	Hold	8,685	–	–	0.1%	125
2018 Q4	$270K	Hold	8,685	–	–	0.1%	128
2018 Q3	$316K	Hold	8,685	–	–	0.09%	132
2018 Q2	$316K	Hold	8,685	–	–	0.09%	129
2018 Q1	$306K	Sell	8,685 -425	-5%	-$15.4K	0.09%	141
2017 Q4	$317K	Hold	9,110	–	–	0.09%	145
2017 Q3	$338K	Hold	9,110	–	–	0.1%	137
2017 Q2	$357K	Hold	9,110	–	–	0.1%	130
2017 Q1	$385K	Hold	9,110	–	–	0.11%	123
2016 Q4	$421K	Hold	9,110	–	–	0.13%	124
2016 Q3	$343K	Hold	9,110	–	–	0.11%	129
2016 Q2	$342K	Hold	9,110	–	–	0.11%	128
2016 Q1	$352K	Hold	9,110	–	–	0.12%	127
2015 Q4	$337K	Hold	9,110	–	–	0.11%	128
2015 Q3	$346K	Hold	9,110	–	–	0.13%	119
2015 Q2	$366K	Hold	9,110	–	–	0.11%	126
2015 Q1	$342K	Hold	9,110	–	–	0.1%	137
2014 Q4	$341K	Hold	9,110	–	–	0.11%	133
2014 Q3	$282K	Hold	9,110	–	–	0.09%	148
2014 Q2	$295K	Hold	9,110	–	–	0.1%	146
2014 Q1	$279K	Hold	9,110	–	–	0.1%	147
2013 Q4	$287K	Hold	9,110	–	–	0.11%	134
2013 Q3	$264K	Hold	9,110	–	–	0.11%	130
2013 Q2	$241K	Buy	+9,110	New	+$235K	0.11%	116

Other funds holding UBSI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dixon Hubard Feinour & Brown's UBSI Position: Q3 2021 in Review

Dixon Hubard Feinour & Brown sold out of United Bankshares (UBSI) in Q3 2021, closing a stake of 8,451 shares — an estimated $308K sold.

Dixon Hubard Feinour & Brown first reported a position in UBSI in Q2 2013 and held it in 30 quarters. The position peaked at $421K in Q4 2016. 294 funds tracked by Wall St. Rank hold UBSI as of Q3 2021.

Dixon Hubard Feinour & Brown reported no remaining United Bankshares position as of Q3 2021 after selling out during the quarter.
Dixon Hubard Feinour & Brown sold 8,451 United Bankshares shares in Q3 2021, an estimated $308K.
Dixon Hubard Feinour & Brown first reported a position in United Bankshares in Q2 2013 and held it in 30 quarters.
Dixon Hubard Feinour & Brown's United Bankshares position peaked at $421K in Q4 2016.
294 funds tracked by Wall St. Rank held United Bankshares as of Q3 2021.

Based on Dixon Hubard Feinour & Brown's 13F filing for Q3 2021, filed 19 Oct 2021.