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LNC
Lincoln National Corp’s
United Bankshares
UBSI
Stock Holding History
Lincoln National Corp’s Portfolio
UBSI Stock Details
UBSI Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q2
–
Sell
-11,037
Closed
-$395K
–
1063
2024
Q1
$395K
Sell
11,037
-147
-1%
-$5.2K
0.01%
840
2023
Q4
$420K
Buy
11,184
+837
+8%
+$26.6K
0.01%
735
2023
Q3
$285K
Sell
10,347
-543
-5%
-$16.4K
0.01%
809
2023
Q2
$323K
Buy
10,890
+577
+6%
+$18.2K
0.01%
760
2023
Q1
$363K
Sell
10,313
-6,891
-40%
-$270K
0.01%
701
2022
Q4
$697K
Buy
17,204
+87
+0.5%
+$3.53K
0.02%
448
2022
Q3
$612K
Buy
17,117
+293
+2%
+$10.9K
0.02%
439
2022
Q2
$590K
Buy
16,824
+49
+0.3%
+$1.72K
0.01%
458
2022
Q1
$585K
Buy
16,775
+76
+0.5%
+$2.76K
0.01%
479
2021
Q4
$606K
Buy
16,699
+46
+0.3%
+$1.69K
0.01%
470
2021
Q3
$606K
Buy
16,653
+43
+0.3%
+$1.5K
0.01%
447
2021
Q2
$606K
Buy
16,610
+41
+0.2%
+$1.61K
0.01%
434
2021
Q1
$639K
Buy
16,569
+50
+0.3%
+$1.83K
0.02%
400
2020
Q4
$536K
Buy
16,519
+73
+0.4%
+$2.06K
0.01%
405
2020
Q3
$353K
Sell
16,446
-642
-4%
-$16.7K
0.01%
460
2020
Q2
$473K
Buy
+17,088
New
+$459K
0.02%
385
2018
Q1
–
Sell
-7,793
Closed
-$271K
–
614
2017
Q4
$271K
Buy
+7,793
New
+$281K
0.01%
528
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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$481B AUM
30.42%
1-Year Est. Return
EARNEST Partners
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$24.3B AUM
34.41%
1-Year Est. Return
Victory Capital Management
San Antonio, Texas
$156B AUM
27.51%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
ProShare Advisors
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$67.5B AUM
28.09%
1-Year Est. Return
SAM
Silvercrest Asset Management
New York
$13.8B AUM
28.39%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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