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EHP Funds Inc’s United Bankshares UBSI Stock Holding History

EHP Funds Inc’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
Q2 		– Sell
-13,900
Closed -$489K – 311
2023
Q1 		$489K Buy
13,900
+3,100
+29% +$122K 0.1% 147
2022
Q4 		$437K Sell
10,800
-2,600
-19% -$105K 0.08% 134
2022
Q3 		$479K Buy
+13,400
New +$500K 0.1% 154

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

EHP Funds Inc's UBSI Position: Q2 2023 in Review

EHP Funds Inc sold out of United Bankshares (UBSI) in Q2 2023, closing a stake of 13,900 shares — an estimated $489K sold.

EHP Funds Inc first reported a position in UBSI in Q3 2022 and held it in 3 quarters. The position peaked at $489K in Q1 2023. 295 funds tracked by Wall St. Rank hold UBSI as of Q2 2023.

  • EHP Funds Inc reported no remaining United Bankshares position as of Q2 2023 after selling out during the quarter.
  • EHP Funds Inc sold 13,900 United Bankshares shares in Q2 2023, an estimated $489K.
  • EHP Funds Inc first reported a position in United Bankshares in Q3 2022 and held it in 3 quarters.
  • EHP Funds Inc's United Bankshares position peaked at $489K in Q1 2023.
  • 295 funds tracked by Wall St. Rank held United Bankshares as of Q2 2023.

Based on EHP Funds Inc's 13F filing for Q2 2023, filed 14 Aug 2023.