Migdal Insurance & Financial Holdings’s United Bankshares UBSI Stock Holding History

Migdal Insurance & Financial Holdings’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
2019 Q4	–	Sell	-482	Closed	-$18K	–	795
2019 Q3	$18K	Sell	482 -230	-32%	-$8.52K	﹤0.01%	667
2019 Q2	$26K	Sell	712 -267	-27%	-$10K	﹤0.01%	659
2019 Q1	$35K	Sell	979 -168	-15%	-$6.06K	﹤0.01%	606
2018 Q4	$36K	Sell	1,147 -599	-34%	-$20.2K	﹤0.01%	571
2018 Q3	$63K	Buy	1,746 +168	+11%	+$6.37K	﹤0.01%	656
2018 Q2	$57K	Buy	1,578 +859	+119%	+$30.8K	﹤0.01%	618
2018 Q1	$25K	Buy	719 +338	+89%	+$12.2K	﹤0.01%	537
2017 Q4	$13K	Sell	381 -44,516	-99%	-$1.61M	﹤0.01%	535
2017 Q3	$5.21M	Buy	+44,897	New	+$1.58M	0.12%	117

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

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

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

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

ACA

Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return

Migdal Insurance & Financial Holdings's UBSI Position: Q4 2019 in Review

Migdal Insurance & Financial Holdings sold out of United Bankshares (UBSI) in Q4 2019, closing a stake of 482 shares — an estimated $18K sold.

Migdal Insurance & Financial Holdings first reported a position in UBSI in Q3 2017 and held it in 9 quarters. The position peaked at $5.21M in Q3 2017. 281 funds tracked by Wall St. Rank hold UBSI as of Q4 2019.

Migdal Insurance & Financial Holdings reported no remaining United Bankshares position as of Q4 2019 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 482 United Bankshares shares in Q4 2019, an estimated $18K.
Migdal Insurance & Financial Holdings first reported a position in United Bankshares in Q3 2017 and held it in 9 quarters.
Migdal Insurance & Financial Holdings's United Bankshares position peaked at $5.21M in Q3 2017.
281 funds tracked by Wall St. Rank held United Bankshares as of Q4 2019.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q4 2019, filed 13 Feb 2020.