Kennedy Capital Management’s United Bankshares UBSI Stock Holding History

Kennedy Capital 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
2020 Q3	–	Sell	-42,677	Closed	-$1.18M	–	685
2020 Q2	$1.18M	Buy	+42,677	New	+$1.15M	0.03%	561
2019 Q4	–	Sell	-136,224	Closed	-$5.16M	–	732
2019 Q3	$5.16M	Sell	136,224 -156,945	-54%	-$5.81M	0.13%	319
2019 Q2	$10.9M	Sell	293,169 -3,767	-1%	-$141K	0.26%	107
2019 Q1	$10.8M	Buy	296,936 +520	+0.2%	+$18.8K	0.25%	102
2018 Q4	$9.22M	Sell	296,416 -645	-0.2%	-$21.8K	0.23%	126
2018 Q3	$10.8M	Buy	297,061 +98,700	+50%	+$3.74M	0.2%	156
2018 Q2	$7.22M	Buy	+198,361	New	+$7.1M	0.13%	274
2013 Q4	–	Sell	-84,078	Closed	-$2.44M	–	795
2013 Q3	$2.44M	Sell	84,078 -24,878	-23%	-$707K	0.05%	507
2013 Q2	$2.88M	Buy	+108,956	New	+$2.81M	0.06%	470

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

Kennedy Capital Management's UBSI Position: Q3 2020 in Review

Kennedy Capital Management sold out of United Bankshares (UBSI) in Q3 2020, closing a stake of 42,677 shares — an estimated $1.18M sold.

Kennedy Capital Management first reported a position in UBSI in Q2 2013 and held it in 9 quarters. The position peaked at $10.9M in Q2 2019. 259 funds tracked by Wall St. Rank hold UBSI as of Q3 2020.

Kennedy Capital Management reported no remaining United Bankshares position as of Q3 2020 after selling out during the quarter.
Kennedy Capital Management sold 42,677 United Bankshares shares in Q3 2020, an estimated $1.18M.
Kennedy Capital Management first reported a position in United Bankshares in Q2 2013 and held it in 9 quarters.
Kennedy Capital Management's United Bankshares position peaked at $10.9M in Q2 2019.
259 funds tracked by Wall St. Rank held United Bankshares as of Q3 2020.

Based on Kennedy Capital Management's 13F filing for Q3 2020, filed 16 Nov 2020.