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Marshall Wace North America’s United Bankshares UBSI Stock Holding History

Marshall Wace North America’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
Q3 		$4.66M Buy
128,144
+110,838
+640% +$3.87M 0.02% 528
2021
Q2 		$632K Buy
+17,306
New +$680K ﹤0.01% 1118
2018
Q1 		– Sell
-52,708
Closed -$1.83M – 1707
2017
Q4 		$1.83M Buy
+52,708
New +$1.9M 0.01% 852

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 $3.37T AUM 44.26% 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
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Marshall Wace North America's UBSI Position: Q3 2021 in Review

Marshall Wace North America increased its United Bankshares (UBSI) stake by 640% in Q3 2021, buying an estimated $3.87M and bringing the position to 128,144 shares worth $4.66M. The position accounts for 0.02% of the portfolio, ranked #528.

Marshall Wace North America first reported a position in UBSI in Q4 2017 and has held it in 3 quarters since. 294 funds tracked by Wall St. Rank hold UBSI as of Q3 2021.

  • Marshall Wace North America held 128,144 shares of United Bankshares worth $4.66M as of Q3 2021.
  • Marshall Wace North America bought 110,838 United Bankshares shares in Q3 2021, an estimated $3.87M.
  • United Bankshares made up 0.02% of Marshall Wace North America's portfolio in Q3 2021, its #528 holding.
  • Marshall Wace North America first reported a position in United Bankshares in Q4 2017 and has held it in 3 quarters since.
  • 294 funds tracked by Wall St. Rank held United Bankshares as of Q3 2021.

Based on Marshall Wace North America's 13F filing for Q3 2021, filed 15 Nov 2021.