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Great Diamond Partners’s United Bankshares UBSI Stock Holding History

Great Diamond 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
2020
Q1 		– Sell
-1,845
Closed -$71K – 565
2019
Q4 		$71K Buy
+1,845
New +$71.1K 0.03% 261

Other funds holding UBSI

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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Great Diamond Partners's UBSI Position: Q1 2020 in Review

Great Diamond Partners sold out of United Bankshares (UBSI) in Q1 2020, closing a stake of 1,845 shares — an estimated $71K sold.

Great Diamond Partners first reported a position in UBSI in Q4 2019 and held it in 1 quarter. The position peaked at $71K in Q4 2019. 242 funds tracked by Wall St. Rank hold UBSI as of Q1 2020.

  • Great Diamond Partners reported no remaining United Bankshares position as of Q1 2020 after selling out during the quarter.
  • Great Diamond Partners sold 1,845 United Bankshares shares in Q1 2020, an estimated $71K.
  • Great Diamond Partners first reported a position in United Bankshares in Q4 2019 and held it in 1 quarter.
  • Great Diamond Partners's United Bankshares position peaked at $71K in Q4 2019.
  • 242 funds tracked by Wall St. Rank held United Bankshares as of Q1 2020.

Based on Great Diamond Partners's 13F filing for Q1 2020, filed 1 May 2020.