Ellevest Inc’s United Bankshares UBSI Stock Holding History

Ellevest 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 Q1	–	Sell	-231	Closed	-$9.07K	–	2063
2022 Q4	$9.35K	Buy	+231	New	+$9.36K	﹤0.01%	1045

Other funds holding UBSI

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

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

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

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

SAM

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Ellevest Inc's UBSI Position: Q1 2023 in Review

Ellevest Inc sold out of United Bankshares (UBSI) in Q1 2023, closing a stake of 231 shares — an estimated $9.07K sold.

Ellevest Inc first reported a position in UBSI in Q4 2022 and held it in 1 quarter. The position peaked at $9.35K in Q4 2022. 310 funds tracked by Wall St. Rank hold UBSI as of Q1 2023.

Ellevest Inc reported no remaining United Bankshares position as of Q1 2023 after selling out during the quarter.
Ellevest Inc sold 231 United Bankshares shares in Q1 2023, an estimated $9.07K.
Ellevest Inc first reported a position in United Bankshares in Q4 2022 and held it in 1 quarter.
Ellevest Inc's United Bankshares position peaked at $9.35K in Q4 2022.
310 funds tracked by Wall St. Rank held United Bankshares as of Q1 2023.

Based on Ellevest Inc's 13F filing for Q1 2023, filed 4 May 2023.