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Evolution Advisers’s United Bankshares UBSI Stock Holding History

Evolution Advisers’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
Q4 		– Sell
-10,042
Closed -$277K – 232
2023
Q3 		$277K Hold
10,042
– – 0.2% 28
2023
Q2 		$301K Hold
10,042
– – 0.21% 27
2023
Q1 		$357K Hold
10,042
– – 0.26% 24
2022
Q4 		$410K Hold
10,042
– – 0.32% 23
2022
Q3 		$362K Hold
10,042
– – 0.32% 23
2022
Q2 		$357K Hold
10,042
– – 0.29% 26
2022
Q1 		$350K Hold
10,042
– – 0.26% 24
2021
Q4 		$364K Buy
+10,042
New +$370K 0.27% 24

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 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

Evolution Advisers's UBSI Position: Q4 2023 in Review

Evolution Advisers sold out of United Bankshares (UBSI) in Q4 2023, closing a stake of 10,042 shares — an estimated $277K sold.

Evolution Advisers first reported a position in UBSI in Q4 2021 and held it in 8 quarters. The position peaked at $410K in Q4 2022. 309 funds tracked by Wall St. Rank hold UBSI as of Q4 2023.

  • Evolution Advisers reported no remaining United Bankshares position as of Q4 2023 after selling out during the quarter.
  • Evolution Advisers sold 10,042 United Bankshares shares in Q4 2023, an estimated $277K.
  • Evolution Advisers first reported a position in United Bankshares in Q4 2021 and held it in 8 quarters.
  • Evolution Advisers's United Bankshares position peaked at $410K in Q4 2022.
  • 309 funds tracked by Wall St. Rank held United Bankshares as of Q4 2023.

Based on Evolution Advisers's 13F filing for Q4 2023, filed 2 Feb 2024.