Houlihan Financial Resource Group’s United Bankshares UBSI Stock Holding History

Houlihan Financial Resource Group’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 Q3	$36K	Buy	+1,235	New	+$32.2K	0.02%	192

Other funds holding UBSI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Houlihan Financial Resource Group's UBSI Position: Q3 2020 in Review

Houlihan Financial Resource Group opened a new position in United Bankshares (UBSI) in Q3 2020: 1,235 shares worth $36K. The stake represents 0.02% of the portfolio and ranks #192 among its holdings.

259 funds tracked by Wall St. Rank hold UBSI as of Q3 2020.

Houlihan Financial Resource Group held 1,235 shares of United Bankshares worth $36K as of Q3 2020.
United Bankshares was a new Houlihan Financial Resource Group position in Q3 2020.
United Bankshares made up 0.02% of Houlihan Financial Resource Group's portfolio in Q3 2020, its #192 holding.
259 funds tracked by Wall St. Rank held United Bankshares as of Q3 2020.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2020, filed 13 Nov 2020.