Fox Run Management’s United Bankshares UBSI Stock Holding History

Fox Run Management’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
2024 Q1	–	Sell	-9,097	Closed	-$342K	–	1070
2023 Q4	$342K	Buy	+9,097	New	+$289K	0.09%	452
2023 Q3	–	Sell	-7,784	Closed	-$231K	–	1010
2023 Q2	$231K	Sell	7,784 -1,868	-19%	-$58.8K	0.07%	533
2023 Q1	$340K	Buy	+9,652	New	+$379K	0.11%	364
2016 Q4	–	Sell	-6,100	Closed	-$230K	–	680
2016 Q3	$230K	Buy	+6,100	New	+$234K	0.14%	359

Other funds holding UBSI

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

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

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

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

SAM

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

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

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

Fox Run Management's UBSI Position: Q1 2024 in Review

Fox Run Management sold out of United Bankshares (UBSI) in Q1 2024, closing a stake of 9,097 shares — an estimated $342K sold.

Fox Run Management first reported a position in UBSI in Q3 2016 and held it in 4 quarters. The position peaked at $342K in Q4 2023. 316 funds tracked by Wall St. Rank hold UBSI as of Q1 2024.

Fox Run Management reported no remaining United Bankshares position as of Q1 2024 after selling out during the quarter.
Fox Run Management sold 9,097 United Bankshares shares in Q1 2024, an estimated $342K.
Fox Run Management first reported a position in United Bankshares in Q3 2016 and held it in 4 quarters.
Fox Run Management's United Bankshares position peaked at $342K in Q4 2023.
316 funds tracked by Wall St. Rank held United Bankshares as of Q1 2024.

Based on Fox Run Management's 13F filing for Q1 2024, filed 13 May 2024.