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Eudaimonia Partners’s United Bankshares UBSI Stock Holding History

Eudaimonia Partners’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
2021
Q2 		– Sell
-524
Closed -$20K – 1302
2021
Q1 		$20K Buy
+524
New +$19.2K ﹤0.01% 946
2020
Q1 		– Sell
-872
Closed -$34K – 762
2019
Q4 		$34K Buy
+872
New +$33.6K 0.01% 580

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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Eudaimonia Partners's UBSI Position: Q2 2021 in Review

Eudaimonia Partners sold out of United Bankshares (UBSI) in Q2 2021, closing a stake of 524 shares — an estimated $20K sold.

Eudaimonia Partners first reported a position in UBSI in Q4 2019 and held it in 2 quarters. The position peaked at $34K in Q4 2019. 280 funds tracked by Wall St. Rank hold UBSI as of Q2 2021.

  • Eudaimonia Partners reported no remaining United Bankshares position as of Q2 2021 after selling out during the quarter.
  • Eudaimonia Partners sold 524 United Bankshares shares in Q2 2021, an estimated $20K.
  • Eudaimonia Partners first reported a position in United Bankshares in Q4 2019 and held it in 2 quarters.
  • Eudaimonia Partners's United Bankshares position peaked at $34K in Q4 2019.
  • 280 funds tracked by Wall St. Rank held United Bankshares as of Q2 2021.

Based on Eudaimonia Partners's 13F filing for Q2 2021, filed 13 Aug 2021.