D'Orazio & Associates’s United Bankshares UBSI Stock Holding History

D'Orazio & Associates’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 Q4	–	Sell	-225	Closed	-$8K	–	668
2021 Q3	$8K	Hold	225	–	–	﹤0.01%	584
2021 Q2	$8K	Hold	225	–	–	﹤0.01%	329
2021 Q1	$9K	Hold	225	–	–	﹤0.01%	298
2020 Q4	$7K	Hold	225	–	–	﹤0.01%	292
2020 Q3	$5K	Hold	225	–	–	﹤0.01%	269
2020 Q2	$6K	Hold	225	–	–	﹤0.01%	269
2020 Q1	$5K	Hold	225	–	–	﹤0.01%	261
2019 Q4	$9K	Hold	225	–	–	﹤0.01%	256
2019 Q3	$9K	Hold	225	–	–	﹤0.01%	260
2019 Q2	$8K	Hold	225	–	–	﹤0.01%	260
2019 Q1	$8K	Hold	225	–	–	﹤0.01%	254
2018 Q4	$7K	Hold	225	–	–	﹤0.01%	237
2018 Q3	$8K	Hold	225	–	–	﹤0.01%	221
2018 Q2	$8K	Hold	225	–	–	﹤0.01%	214
2018 Q1	$8K	Hold	225	–	–	﹤0.01%	217
2017 Q4	$8K	Buy	+225	New	+$8.12K	﹤0.01%	239

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

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

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

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

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