Lido Advisors
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Lido Advisors’s United Bankshares UBSI Stock Holding History

Lido Advisors’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
2024
Q1 		– Sell
-5,841
Closed -$222K – 1472
2023
Q4 		$222K Sell
5,841
-1,877
-24% -$59.6K ﹤0.01% 1171
2023
Q3 		$213K Buy
7,718
+183
+2% +$5.51K ﹤0.01% 1062
2023
Q2 		$224K Sell
7,535
-38,620
-84% -$1.22M ﹤0.01% 1068
2023
Q1 		$1.62M Buy
46,155
+38,931
+539% +$1.53M 0.02% 382
2022
Q4 		$293K Buy
7,224
+123
+2% +$4.99K ﹤0.01% 795
2022
Q3 		$253K Buy
7,101
+19
+0.3% +$708 ﹤0.01% 825
2022
Q2 		$248K Buy
7,082
+19
+0.3% +$667 ﹤0.01% 808
2022
Q1 		$246K Buy
7,063
+191
+3% +$6.94K ﹤0.01% 885
2021
Q4 		$249K Sell
6,872
-45
-0.7% -$1.66K ﹤0.01% 880
2021
Q3 		$251K Buy
6,917
+16
+0.2% +$559 ﹤0.01% 810
2021
Q2 		$254K Sell
6,901
-67
-1% -$2.63K ﹤0.01% 779
2021
Q1 		$271K Sell
6,968
-718
-9% -$26.3K ﹤0.01% 698
2020
Q4 		$251K Buy
+7,686
New +$217K 0.01% 684
2020
Q3 		– Sell
-9,474
Closed -$265K – 691
2020
Q2 		$265K Sell
9,474
-794
-8% -$21.3K 0.01% 480
2020
Q1 		$241K Sell
10,268
-996
-9% -$31.3K 0.01% 470
2019
Q4 		$439K Buy
11,264
+2,339
+26% +$90.2K 0.02% 415
2019
Q3 		$341K Buy
8,925
+95
+1% +$3.52K 0.02% 419
2019
Q2 		$330K Buy
8,830
+440
+5% +$16.5K 0.02% 403
2019
Q1 		$306K Buy
8,390
+1,060
+14% +$38.2K 0.02% 383
2018
Q4 		$230K Buy
+7,330
New +$247K 0.02% 367

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Lido Advisors's UBSI Position: Q1 2024 in Review

Lido Advisors sold out of United Bankshares (UBSI) in Q1 2024, closing a stake of 5,841 shares — an estimated $222K sold.

Lido Advisors first reported a position in UBSI in Q4 2018 and held it in 20 quarters. The position peaked at $1.62M in Q1 2023. 315 funds tracked by Wall St. Rank hold UBSI as of Q1 2024.

  • Lido Advisors reported no remaining United Bankshares position as of Q1 2024 after selling out during the quarter.
  • Lido Advisors sold 5,841 United Bankshares shares in Q1 2024, an estimated $222K.
  • Lido Advisors first reported a position in United Bankshares in Q4 2018 and held it in 20 quarters.
  • Lido Advisors's United Bankshares position peaked at $1.62M in Q1 2023.
  • 315 funds tracked by Wall St. Rank held United Bankshares as of Q1 2024.

Based on Lido Advisors's 13F filing for Q1 2024, filed 15 May 2024.