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 New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return