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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ACA

Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return

Homestead Advisers's UBSI Position: Q4 2019 in Review

Homestead Advisers sold out of United Bankshares (UBSI) in Q4 2019, closing a stake of 81,504 shares — an estimated $3.09M sold.

Homestead Advisers first reported a position in UBSI in Q2 2017 and held it in 10 quarters. The position peaked at $38.3M in Q2 2017. 281 funds tracked by Wall St. Rank hold UBSI as of Q4 2019.

Homestead Advisers reported no remaining United Bankshares position as of Q4 2019 after selling out during the quarter.
Homestead Advisers sold 81,504 United Bankshares shares in Q4 2019, an estimated $3.09M.
Homestead Advisers first reported a position in United Bankshares in Q2 2017 and held it in 10 quarters.
Homestead Advisers's United Bankshares position peaked at $38.3M in Q2 2017.
281 funds tracked by Wall St. Rank held United Bankshares as of Q4 2019.

Based on Homestead Advisers's 13F filing for Q4 2019, filed 13 Feb 2020.