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LS Investment Advisors’s United Bankshares UBSI Stock Holding History

LS Investment 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
2021
Q2 		– Sell
-5,268
Closed -$203K – 695
2021
Q1 		$203K Sell
5,268
-1,354
-20% -$49.7K 0.01% 769
2020
Q4 		$215K Buy
+6,622
New +$187K 0.01% 790
2020
Q3 		– Sell
-6,622
Closed -$183K – 1414
2020
Q2 		$183K Buy
6,622
+1,491
+29% +$40K 0.01% 770
2020
Q1 		$118K Hold
5,131
– – 0.01% 843
2019
Q4 		$198K Sell
5,131
-106
-2% -$4.09K 0.01% 820
2019
Q3 		$198K Buy
5,237
+151
+3% +$5.59K 0.01% 784
2019
Q2 		$189K Sell
5,086
-401
-7% -$15.1K 0.01% 798
2019
Q1 		$199K Sell
5,487
-200
-4% -$7.21K 0.01% 801
2018
Q4 		$177K Sell
5,687
-145
-2% -$4.89K 0.01% 792
2018
Q3 		$212K Sell
5,832
-165
-3% -$6.26K 0.01% 814
2018
Q2 		$218K Sell
5,997
-41
-0.7% -$1.47K 0.01% 823
2018
Q1 		$213K Sell
6,038
-785
-12% -$28.4K 0.01% 813
2017
Q4 		$237K Sell
6,823
-1,222
-15% -$44.1K 0.01% 811
2017
Q3 		$299K Sell
8,045
-334
-4% -$11.8K 0.02% 763
2017
Q2 		$328K Buy
8,379
+5,613
+203% +$223K 0.02% 703
2017
Q1 		$117K Buy
2,766
+244
+10% +$10.7K 0.01% 1071
2016
Q4 		$117K Buy
2,522
+94
+4% +$3.99K 0.01% 994
2016
Q3 		$91K Buy
2,428
+89
+4% +$3.41K 0.01% 1029
2016
Q2 		$88K Buy
2,339
+123
+6% +$4.64K 0.01% 1035
2016
Q1 		$81K Buy
2,216
+103
+5% +$3.62K 0.01% 960
2015
Q4 		$78K Buy
2,113
+66
+3% +$2.61K 0.01% 960
2015
Q3 		$78K Hold
2,047
– – 0.01% 956
2015
Q2 		$82K Buy
+2,047
New +$78.2K 0.01% 967

Other funds holding UBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
SAM
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LS Investment Advisors's UBSI Position: Q2 2021 in Review

LS Investment Advisors sold out of United Bankshares (UBSI) in Q2 2021, closing a stake of 5,268 shares — an estimated $203K sold.

LS Investment Advisors first reported a position in UBSI in Q2 2015 and held it in 23 quarters. The position peaked at $328K in Q2 2017. 280 funds tracked by Wall St. Rank hold UBSI as of Q2 2021.

  • LS Investment Advisors reported no remaining United Bankshares position as of Q2 2021 after selling out during the quarter.
  • LS Investment Advisors sold 5,268 United Bankshares shares in Q2 2021, an estimated $203K.
  • LS Investment Advisors first reported a position in United Bankshares in Q2 2015 and held it in 23 quarters.
  • LS Investment Advisors's United Bankshares position peaked at $328K in Q2 2017.
  • 280 funds tracked by Wall St. Rank held United Bankshares as of Q2 2021.

Based on LS Investment Advisors's 13F filing for Q2 2021, filed 11 Aug 2021.