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Eaton Vance Management’s United Bankshares UBSI Stock Holding History

Eaton Vance 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
2022
Q3 		$8.13M Buy
227,344
+5,204
+2% +$194K 0.01% 652
2022
Q2 		$7.79M Buy
222,140
+15,941
+8% +$559K 0.01% 685
2022
Q1 		$7.19M Buy
206,199
+47,990
+30% +$1.74M 0.01% 785
2021
Q4 		$5.74M Buy
158,209
+42
+0% +$1.55K 0.01% 751
2021
Q3 		$5.72M Buy
158,167
+18
+0% +$629 0.01% 691
2021
Q2 		$5.77M Buy
158,149
+3,700
+2% +$145K 0.01% 745
2021
Q1 		$5.96M Buy
154,449
+411
+0.3% +$15.1K 0.01% 693
2020
Q4 		$4.99M Hold
154,038
– – 0.01% 709
2020
Q3 		$3.31M Hold
154,038
– – 0.01% 721
2020
Q2 		$4.26M Buy
154,038
+83,680
+119% +$2.25M 0.01% 637
2020
Q1 		$1.62M Sell
70,358
-150
-0.2% -$4.71K ﹤0.01% 800
2019
Q4 		$2.73M Hold
70,508
– – 0.01% 769
2019
Q3 		$2.67M Buy
70,508
+16,426
+30% +$608K 0.01% 752
2019
Q2 		$2.01M Buy
54,082
+151
+0.3% +$5.67K ﹤0.01% 798
2019
Q1 		$1.95M Buy
53,931
+276
+0.5% +$9.96K ﹤0.01% 777
2018
Q4 		$1.67M Sell
53,655
-10
-0% -$338 ﹤0.01% 768
2018
Q3 		$1.95M Buy
53,665
+169
+0.3% +$6.41K ﹤0.01% 768
2018
Q2 		$1.95M Buy
53,496
+21,370
+67% +$765K ﹤0.01% 741
2018
Q1 		$1.13M Hold
32,126
– – ﹤0.01% 800
2017
Q4 		$1.12M Hold
32,126
– – ﹤0.01% 814
2017
Q3 		$1.19M Sell
32,126
-183
-0.6% -$6.44K ﹤0.01% 786
2017
Q2 		$1.27M Sell
32,309
-85
-0.3% -$3.37K ﹤0.01% 765
2017
Q1 		$1.37M Buy
32,394
+19
+0.1% +$837 ﹤0.01% 715
2016
Q4 		$1.5M Hold
32,375
– – ﹤0.01% 652
2016
Q3 		$1.22M Buy
+32,375
New +$1.24M ﹤0.01% 668

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Eaton Vance Management's UBSI Position: Q3 2022 in Review

Eaton Vance Management increased its United Bankshares (UBSI) stake by 2.3% in Q3 2022, buying an estimated $194K and bringing the position to 227,344 shares worth $8.13M. The position accounts for 0.01% of the portfolio, ranked #652.

Eaton Vance Management first reported a position in UBSI in Q3 2016 and has held it in 25 quarters since. 313 funds tracked by Wall St. Rank hold UBSI as of Q3 2022.

  • Eaton Vance Management held 227,344 shares of United Bankshares worth $8.13M as of Q3 2022.
  • Eaton Vance Management bought 5,204 United Bankshares shares in Q3 2022, an estimated $194K.
  • United Bankshares made up 0.01% of Eaton Vance Management's portfolio in Q3 2022, its #652 holding.
  • Eaton Vance Management first reported a position in United Bankshares in Q3 2016 and has held it in 25 quarters since.
  • 313 funds tracked by Wall St. Rank held United Bankshares as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.