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Duality Advisers’s United Bankshares UBSI Stock Holding History

Duality Advisers’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
Q4 		– Sell
-14,704
Closed -$406K – 748
2023
Q3 		$406K Buy
+14,704
New +$443K 0.05% 444
2021
Q4 		– Sell
-38,426
Closed -$1.4M – 688
2021
Q3 		$1.4M Buy
+38,426
New +$1.34M 0.11% 298
2020
Q1 		– Sell
-8,180
Closed -$316K – 308
2019
Q4 		$316K Buy
8,180
+1,890
+30% +$72.9K 0.02% 345
2019
Q3 		$238K Buy
+6,290
New +$233K 0.01% 323

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Duality Advisers's UBSI Position: Q4 2023 in Review

Duality Advisers sold out of United Bankshares (UBSI) in Q4 2023, closing a stake of 14,704 shares — an estimated $406K sold.

Duality Advisers first reported a position in UBSI in Q3 2019 and held it in 4 quarters. The position peaked at $1.4M in Q3 2021. 309 funds tracked by Wall St. Rank hold UBSI as of Q4 2023.

  • Duality Advisers reported no remaining United Bankshares position as of Q4 2023 after selling out during the quarter.
  • Duality Advisers sold 14,704 United Bankshares shares in Q4 2023, an estimated $406K.
  • Duality Advisers first reported a position in United Bankshares in Q3 2019 and held it in 4 quarters.
  • Duality Advisers's United Bankshares position peaked at $1.4M in Q3 2021.
  • 309 funds tracked by Wall St. Rank held United Bankshares as of Q4 2023.

Based on Duality Advisers's 13F filing for Q4 2023, filed 1 Feb 2024.