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JCSD Capital’s United Bankshares UBSI Stock Holding History

JCSD Capital’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
2021
Q3 		– Sell
-100
Closed -$4K – 69
2021
Q2 		$4K Sell
100
-33,900
-100% -$1.33M ﹤0.01% 58
2021
Q1 		$1.31M Hold
34,000
– – 1.27% 32
2020
Q4 		$1.1M Sell
34,000
-6,000
-15% -$169K 1.24% 33
2020
Q3 		$859K Buy
+40,000
New +$1.04M 1.05% 34

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
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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

JCSD Capital's UBSI Position: Q3 2021 in Review

JCSD Capital sold out of United Bankshares (UBSI) in Q3 2021, closing a stake of 100 shares — an estimated $4K sold.

JCSD Capital first reported a position in UBSI in Q3 2020 and held it in 4 quarters. The position peaked at $1.31M in Q1 2021. 294 funds tracked by Wall St. Rank hold UBSI as of Q3 2021.

  • JCSD Capital reported no remaining United Bankshares position as of Q3 2021 after selling out during the quarter.
  • JCSD Capital sold 100 United Bankshares shares in Q3 2021, an estimated $4K.
  • JCSD Capital first reported a position in United Bankshares in Q3 2020 and held it in 4 quarters.
  • JCSD Capital's United Bankshares position peaked at $1.31M in Q1 2021.
  • 294 funds tracked by Wall St. Rank held United Bankshares as of Q3 2021.

Based on JCSD Capital's 13F filing for Q3 2021, filed 26 Oct 2021.