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Fulcrum Equity Management’s United Bankshares UBSI Stock Holding History

Fulcrum Equity 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
2019
Q4 		– Sell
-71
Closed -$3K – 213
2019
Q3 		$3K Buy
+71
New +$2.63K ﹤0.01% 196

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return

Fulcrum Equity Management's UBSI Position: Q4 2019 in Review

Fulcrum Equity Management sold out of United Bankshares (UBSI) in Q4 2019, closing a stake of 71 shares — an estimated $3K sold.

Fulcrum Equity Management first reported a position in UBSI in Q3 2019 and held it in 1 quarter. The position peaked at $3K in Q3 2019. 281 funds tracked by Wall St. Rank hold UBSI as of Q4 2019.

  • Fulcrum Equity Management reported no remaining United Bankshares position as of Q4 2019 after selling out during the quarter.
  • Fulcrum Equity Management sold 71 United Bankshares shares in Q4 2019, an estimated $3K.
  • Fulcrum Equity Management first reported a position in United Bankshares in Q3 2019 and held it in 1 quarter.
  • Fulcrum Equity Management's United Bankshares position peaked at $3K in Q3 2019.
  • 281 funds tracked by Wall St. Rank held United Bankshares as of Q4 2019.

Based on Fulcrum Equity Management's 13F filing for Q4 2019, filed 12 Feb 2020.