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Harvest Fund Management’s United Bankshares UBSI Stock Holding History

Harvest Fund 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
2023
Q1 		– Sell
-1,538
Closed -$62K – 823
2022
Q4 		$62K Hold
1,538
– – 0.02% 434
2022
Q3 		$55K Hold
1,538
– – 0.02% 407
2022
Q2 		$54K Hold
1,538
– – 0.02% 405
2022
Q1 		$53K Hold
1,538
– – 0.01% 425
2021
Q4 		$55K Hold
1,538
– – 0.01% 430
2021
Q3 		$55K Hold
1,538
– – 0.01% 381
2021
Q2 		$56K Hold
1,538
– – 0.01% 399
2021
Q1 		$59K Buy
+1,538
New +$56.4K 0.01% 366

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $552B AUM 44.19% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 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

Harvest Fund Management's UBSI Position: Q1 2023 in Review

Harvest Fund Management sold out of United Bankshares (UBSI) in Q1 2023, closing a stake of 1,538 shares — an estimated $62K sold.

Harvest Fund Management first reported a position in UBSI in Q1 2021 and held it in 8 quarters. The position peaked at $62K in Q4 2022. 309 funds tracked by Wall St. Rank hold UBSI as of Q1 2023.

  • Harvest Fund Management reported no remaining United Bankshares position as of Q1 2023 after selling out during the quarter.
  • Harvest Fund Management sold 1,538 United Bankshares shares in Q1 2023, an estimated $62K.
  • Harvest Fund Management first reported a position in United Bankshares in Q1 2021 and held it in 8 quarters.
  • Harvest Fund Management's United Bankshares position peaked at $62K in Q4 2022.
  • 309 funds tracked by Wall St. Rank held United Bankshares as of Q1 2023.

Based on Harvest Fund Management's 13F filing for Q1 2023, filed 11 May 2023.