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Halpern Financial’s United Bankshares UBSI Stock Holding History

Halpern Financial’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
Q3 		$338K Hold
9,450
– – 0.09% 44
2024
Q2 		$307K Hold
9,450
– – 0.08% 48
2024
Q1 		$323K Hold
9,450
– – 0.09% 43
2023
Q4 		$346K Hold
9,450
– – 0.11% 42
2023
Q3 		$261K Hold
9,450
– – 0.09% 45
2023
Q2 		$280K Hold
9,450
– – 0.1% 41
2023
Q1 		$333K Hold
9,450
– – 0.12% 36
2022
Q4 		$383K Hold
9,450
– – 0.14% 34
2022
Q3 		$338K Hold
9,450
– – 0.13% 35
2022
Q2 		$331K Buy
+9,450
New +$332K 0.13% 38

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Halpern Financial's UBSI Position: Q3 2024 in Review

Halpern Financial held its United Bankshares (UBSI) position steady in Q3 2024 at 9,450 shares worth $338K. The position accounts for 0.09% of the portfolio, ranked #44.

Halpern Financial first reported a position in UBSI in Q2 2022 and has held it in 10 quarters since. The position peaked at $383K in Q4 2022. 335 funds tracked by Wall St. Rank hold UBSI as of Q3 2024.

  • Halpern Financial held 9,450 shares of United Bankshares worth $338K as of Q3 2024.
  • Halpern Financial left its United Bankshares share count unchanged in Q3 2024.
  • United Bankshares made up 0.09% of Halpern Financial's portfolio in Q3 2024, its #44 holding.
  • Halpern Financial first reported a position in United Bankshares in Q2 2022 and has held it in 10 quarters since.
  • Halpern Financial's United Bankshares position peaked at $383K in Q4 2022.
  • 335 funds tracked by Wall St. Rank held United Bankshares as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.