LC
UBSI icon

Lindbrook Capital’s United Bankshares UBSI Stock Holding History

Lindbrook 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
2023
Q2 		– Sell
-337
Closed -$11.9K – 2853
2023
Q1 		$11.9K Sell
337
-12
-3% -$471 ﹤0.01% 1345
2022
Q4 		$14.1K Sell
349
-56
-14% -$2.27K ﹤0.01% 1255
2022
Q3 		$14K Sell
405
-119
-23% -$4.44K ﹤0.01% 1183
2022
Q2 		$18K Buy
524
+287
+121% +$10.1K ﹤0.01% 1025
2022
Q1 		$8K Buy
237
+93
+65% +$3.38K ﹤0.01% 1405
2021
Q4 		$5K Buy
144
+24
+20% +$883 ﹤0.01% 1531
2021
Q3 		$4K Buy
120
+76
+173% +$2.66K ﹤0.01% 1353
2021
Q2 		$2K Hold
44
– – ﹤0.01% 1653
2021
Q1 		$2K Hold
44
– – ﹤0.01% 1612
2020
Q4 		$1K Hold
44
– – ﹤0.01% 1703
2020
Q3 		$1K Sell
44
-48
-52% -$1.25K ﹤0.01% 1664
2020
Q2 		$3K Buy
92
+44
+92% +$1.18K ﹤0.01% 1306
2020
Q1 		$1K Sell
48
-224
-82% -$7.03K ﹤0.01% 1578
2019
Q4 		$11K Hold
272
– – ﹤0.01% 913
2019
Q3 		$10K Buy
272
+161
+145% +$5.96K ﹤0.01% 911
2019
Q2 		$4K Hold
111
– – ﹤0.01% 1127
2019
Q1 		$4K Hold
111
– – ﹤0.01% 1138
2018
Q4 		$3K Buy
+111
New +$3.75K ﹤0.01% 1128

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Lindbrook Capital's UBSI Position: Q2 2023 in Review

Lindbrook Capital sold out of United Bankshares (UBSI) in Q2 2023, closing a stake of 337 shares — an estimated $11.9K sold.

Lindbrook Capital first reported a position in UBSI in Q4 2018 and held it in 18 quarters. The position peaked at $18K in Q2 2022. 295 funds tracked by Wall St. Rank hold UBSI as of Q2 2023.

  • Lindbrook Capital reported no remaining United Bankshares position as of Q2 2023 after selling out during the quarter.
  • Lindbrook Capital sold 337 United Bankshares shares in Q2 2023, an estimated $11.9K.
  • Lindbrook Capital first reported a position in United Bankshares in Q4 2018 and held it in 18 quarters.
  • Lindbrook Capital's United Bankshares position peaked at $18K in Q2 2022.
  • 295 funds tracked by Wall St. Rank held United Bankshares as of Q2 2023.

Based on Lindbrook Capital's 13F filing for Q2 2023, filed 31 Jul 2023.