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Homestead Advisers’s United Bankshares UBSI Stock Holding History

Homestead Advisers’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
-81,504
Closed -$3.09M – 110
2019
Q3 		$3.09M Hold
81,504
– – 0.06% 106
2019
Q2 		$3.02M Sell
81,504
-31,784
-28% -$1.19M 0.06% 108
2019
Q1 		$4.11M Sell
113,288
-449,387
-80% -$16.2M 0.08% 96
2018
Q4 		$17.5M Hold
562,675
– – 0.34% 65
2018
Q3 		$20.5M Hold
562,675
– – 0.31% 70
2018
Q2 		$20.5M Hold
562,675
– – 0.32% 73
2018
Q1 		$19.8M Hold
562,675
– – 0.3% 72
2017
Q4 		$19.6M Hold
562,675
– – 0.28% 76
2017
Q3 		$20.9M Sell
562,675
-414,311
-42% -$14.6M 0.32% 76
2017
Q2 		$38.3M Buy
+976,986
New +$38.8M 0.6% 61

Other funds holding UBSI

BlackRock
BlackRock New York $5.7T 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