National Bank of Canada
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National Bank of Canada’s United Bankshares UBSI Stock Holding History

National Bank of Canada’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
2023
Q3 		– Sell
-150,000
Closed -$4.54M – 2891
2023
Q2 		$4.54M Buy
+150,000
New +$4.72M 0.01% 740

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

National Bank of Canada's UBSI Position: Q3 2023 in Review

National Bank of Canada sold out of United Bankshares (UBSI) in Q3 2023, closing a stake of 150,000 shares — an estimated $4.54M sold.

National Bank of Canada first reported a position in UBSI in Q2 2023 and held it in 1 quarter. The position peaked at $4.54M in Q2 2023. 308 funds tracked by Wall St. Rank hold UBSI as of Q3 2023.

  • National Bank of Canada reported no remaining United Bankshares position as of Q3 2023 after selling out during the quarter.
  • National Bank of Canada sold 150,000 United Bankshares shares in Q3 2023, an estimated $4.54M.
  • National Bank of Canada first reported a position in United Bankshares in Q2 2023 and held it in 1 quarter.
  • National Bank of Canada's United Bankshares position peaked at $4.54M in Q2 2023.
  • 308 funds tracked by Wall St. Rank held United Bankshares as of Q3 2023.

Based on National Bank of Canada's 13F filing for Q3 2023, filed 10 Oct 2023.