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Fourthstone LLC’s United Bankshares UBSI Stock Holding History

Fourthstone LLC’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
-43,900
Closed -$1.21M – 97
2023
Q3 		$1.21M Buy
+43,900
New +$1.32M 0.27% 64
2020
Q4 		– Sell
-26,104
Closed -$560K – 47
2020
Q3 		$560K Buy
+26,104
New +$680K 0.47% 28

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

Fourthstone LLC's UBSI Position: Q4 2023 in Review

Fourthstone LLC sold out of United Bankshares (UBSI) in Q4 2023, closing a stake of 43,900 shares — an estimated $1.21M sold.

Fourthstone LLC first reported a position in UBSI in Q3 2020 and held it in 2 quarters. The position peaked at $1.21M in Q3 2023. 309 funds tracked by Wall St. Rank hold UBSI as of Q4 2023.

  • Fourthstone LLC reported no remaining United Bankshares position as of Q4 2023 after selling out during the quarter.
  • Fourthstone LLC sold 43,900 United Bankshares shares in Q4 2023, an estimated $1.21M.
  • Fourthstone LLC first reported a position in United Bankshares in Q3 2020 and held it in 2 quarters.
  • Fourthstone LLC's United Bankshares position peaked at $1.21M in Q3 2023.
  • 309 funds tracked by Wall St. Rank held United Bankshares as of Q4 2023.

Based on Fourthstone LLC's 13F filing for Q4 2023, filed 14 Feb 2024.