Morgan Stanley
UBOH

Morgan Stanley’s United Bancshares Inc/OH UBOH Stock Holding History

Morgan Stanley’s Portfolio UBOH Stock Details UBOH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-774
Closed -$22K – 8229
2022
Q2 		$22K Sell
774
-139
-15% -$4.39K ﹤0.01% 6947
2022
Q1 		$29K Buy
913
+338
+59% +$11K ﹤0.01% 6989
2021
Q4 		$18K Sell
575
-5
-0.9% -$148 ﹤0.01% 7265
2021
Q3 		$17K Buy
580
+6
+1% +$197 ﹤0.01% 7165
2021
Q2 		$21K Sell
574
-502
-47% -$15.2K ﹤0.01% 7004
2021
Q1 		$27K Hold
1,076
– – ﹤0.01% 6622
2020
Q4 		$27K Sell
1,076
-186
-15% -$4.2K ﹤0.01% 6357
2020
Q3 		$27K Sell
1,262
-52
-4% -$992 ﹤0.01% 5952
2020
Q2 		$24K Sell
1,314
-28
-2% -$458 ﹤0.01% 5969
2020
Q1 		$22K Buy
1,342
+355
+36% +$7.51K ﹤0.01% 5783
2019
Q4 		$22K Hold
987
– – ﹤0.01% 6088
2019
Q3 		$20K Sell
987
-81
-8% -$1.68K ﹤0.01% 6025
2019
Q2 		$22K Buy
1,068
+80
+8% +$1.8K ﹤0.01% 5908
2019
Q1 		$23K Hold
988
– – ﹤0.01% 5976
2018
Q4 		$20K Hold
988
– – ﹤0.01% 6024
2018
Q3 		$23K Hold
988
– – ﹤0.01% 6099
2018
Q2 		$22K Hold
988
– – ﹤0.01% 6138
2018
Q1 		$22K Sell
988
-691
-41% -$14.9K ﹤0.01% 6110
2017
Q4 		$37K Buy
1,679
+1
+0.1% +$22 ﹤0.01% 5921
2017
Q3 		$37K Hold
1,678
– – ﹤0.01% 5875
2017
Q2 		$39K Hold
1,678
– – ﹤0.01% 5920
2017
Q1 		$35K Hold
1,678
– – ﹤0.01% 5937
2016
Q4 		$35K Hold
1,678
– – ﹤0.01% 5848
2016
Q3 		$33K Hold
1,678
– – ﹤0.01% 5756
2016
Q2 		$30K Buy
1,678
+166
+11% +$3.06K ﹤0.01% 5714
2016
Q1 		$28K Sell
1,512
-1
-0.1% -$18 ﹤0.01% 5823
2015
Q4 		$28K Buy
1,513
+6
+0.4% +$100 ﹤0.01% 5934
2015
Q3 		$24K Sell
1,507
-6
-0.4% -$94 ﹤0.01% 5999
2015
Q2 		$23K Hold
1,513
– – ﹤0.01% 6109
2015
Q1 		$22K Hold
1,513
– – ﹤0.01% 6025
2014
Q4 		$22K Hold
1,513
– – ﹤0.01% 6030
2014
Q3 		$22K Buy
1,513
+691
+84% +$10.2K ﹤0.01% 5984
2014
Q2 		$11K Hold
822
– – ﹤0.01% 6178
2014
Q1 		$13K Buy
822
+1
+0.1% +$15 ﹤0.01% 6076
2013
Q4 		$12K Buy
+821
New +$11.1K ﹤0.01% 6012

Other funds holding UBOH

PH
Pinnacle Holdings Tulsa, Oklahoma $324M AUM 26.47% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Morgan Stanley's UBOH Position: Q3 2022 in Review

Morgan Stanley sold out of United Bancshares Inc/OH (UBOH) in Q3 2022, closing a stake of 774 shares — an estimated $22K sold.

Morgan Stanley first reported a position in UBOH in Q4 2013 and held it in 35 quarters. The position peaked at $39K in Q2 2017. 2 funds tracked by Wall St. Rank hold UBOH as of Q3 2022.

  • Morgan Stanley reported no remaining United Bancshares Inc/OH position as of Q3 2022 after selling out during the quarter.
  • Morgan Stanley sold 774 United Bancshares Inc/OH shares in Q3 2022, an estimated $22K.
  • Morgan Stanley first reported a position in United Bancshares Inc/OH in Q4 2013 and held it in 35 quarters.
  • Morgan Stanley's United Bancshares Inc/OH position peaked at $39K in Q2 2017.
  • 2 funds tracked by Wall St. Rank held United Bancshares Inc/OH as of Q3 2022.

Based on Morgan Stanley's 13F filing for Q3 2022, filed 14 Nov 2022.