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Ergoteles’s United Bankshares UBSI Stock Holding History

Ergoteles’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
Q3 		– Sell
-24,608
Closed -$730K – 796
2023
Q2 		$730K Sell
24,608
-76,579
-76% -$2.41M 0.04% 550
2023
Q1 		$3.56M Buy
101,187
+75,085
+288% +$2.95M 0.14% 124
2022
Q4 		$1.06M Buy
+26,102
New +$1.06M 0.04% 447
2022
Q2 		– Sell
-86,098
Closed -$3M – 2015
2022
Q1 		$3M Sell
86,098
-51,824
-38% -$1.88M 0.11% 198
2021
Q4 		$5M Buy
+137,922
New +$5.08M 0.19% 118
2021
Q1 		– Sell
-107,700
Closed -$3.49M – 1066
2020
Q4 		$3.49M Buy
+107,700
New +$3.04M 0.12% 183

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 $3.37T AUM 44.26% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Ergoteles's UBSI Position: Q3 2023 in Review

Ergoteles sold out of United Bankshares (UBSI) in Q3 2023, closing a stake of 24,608 shares — an estimated $730K sold.

Ergoteles first reported a position in UBSI in Q4 2020 and held it in 6 quarters. The position peaked at $5M in Q4 2021. 308 funds tracked by Wall St. Rank hold UBSI as of Q3 2023.

  • Ergoteles reported no remaining United Bankshares position as of Q3 2023 after selling out during the quarter.
  • Ergoteles sold 24,608 United Bankshares shares in Q3 2023, an estimated $730K.
  • Ergoteles first reported a position in United Bankshares in Q4 2020 and held it in 6 quarters.
  • Ergoteles's United Bankshares position peaked at $5M in Q4 2021.
  • 308 funds tracked by Wall St. Rank held United Bankshares as of Q3 2023.

Based on Ergoteles's 13F filing for Q3 2023, filed 14 Nov 2023.