Mid Atlantic Financial Management’s United Bankshares UBSI Stock Holding History

Mid Atlantic Financial Management’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	$666K	Buy	18,298 +297	+2%	+$10.4K	0.04%	371
2021 Q2	$657K	Buy	18,001 +92	+0.5%	+$3.62K	0.04%	382
2021 Q1	$691K	Buy	17,909 +10,809	+152%	+$396K	0.05%	351
2020 Q4	$230K	Sell	7,100 -1,609	-18%	-$45.4K	0.02%	677
2020 Q3	$255K	Sell	8,709 -694	-7%	-$18.1K	0.02%	581
2020 Q2	$260K	Buy	9,403 +403	+4%	+$10.8K	0.03%	531
2020 Q1	$208K	Hold	9,000	–	–	0.02%	553
2019 Q4	$348K	Sell	9,000 -73	-0.8%	-$2.81K	0.03%	487
2019 Q3	$344K	Buy	9,073 +200	+2%	+$7.41K	0.04%	472
2019 Q2	$329K	Sell	8,873 -36	-0.4%	-$1.35K	0.03%	492
2019 Q1	$323K	Sell	8,909 -29	-0.3%	-$1.05K	0.04%	491
2018 Q4	$278K	Buy	+8,938	New	+$302K	0.03%	489

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

SAM

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mid Atlantic Financial Management's UBSI Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its United Bankshares (UBSI) stake by 1.6% in Q3 2021, buying an estimated $10.4K and bringing the position to 18,298 shares worth $666K. The position accounts for 0.04% of the portfolio, ranked #371.

Mid Atlantic Financial Management first reported a position in UBSI in Q4 2018 and has held it in 12 quarters since. The position peaked at $691K in Q1 2021. 294 funds tracked by Wall St. Rank hold UBSI as of Q3 2021.

Mid Atlantic Financial Management held 18,298 shares of United Bankshares worth $666K as of Q3 2021.
Mid Atlantic Financial Management bought 297 United Bankshares shares in Q3 2021, an estimated $10.4K.
United Bankshares made up 0.04% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #371 holding.
Mid Atlantic Financial Management first reported a position in United Bankshares in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's United Bankshares position peaked at $691K in Q1 2021.
294 funds tracked by Wall St. Rank held United Bankshares as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.