Neo Ivy Capital Management’s United Bankshares UBSI Stock Holding History

Neo Ivy Capital 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
2022 Q2	–	Sell	-214	Closed	-$8K	–	618
2022 Q1	$8K	Buy	+214	New	+$7.77K	0.01%	443
2021 Q4	–	Sell	-128	Closed	-$4K	–	640
2021 Q3	$4K	Buy	+128	New	+$4.47K	﹤0.01%	430
2021 Q2	–	Sell	-23	Closed	-$1K	–	620
2021 Q1	$1K	Buy	+23	New	+$844	﹤0.01%	455
2020 Q4	–	Sell	-3,095	Closed	-$66K	–	582
2020 Q3	$66K	Buy	3,095 +2,967	+2,318%	+$77.3K	0.07%	337
2020 Q2	$4K	Buy	+128	New	+$3.44K	﹤0.01%	430

Other funds holding UBSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Neo Ivy Capital Management's UBSI Position: Q2 2022 in Review

Neo Ivy Capital Management sold out of United Bankshares (UBSI) in Q2 2022, closing a stake of 214 shares — an estimated $8K sold.

Neo Ivy Capital Management first reported a position in UBSI in Q2 2020 and held it in 5 quarters. The position peaked at $66K in Q3 2020. 295 funds tracked by Wall St. Rank hold UBSI as of Q2 2022.

Neo Ivy Capital Management reported no remaining United Bankshares position as of Q2 2022 after selling out during the quarter.
Neo Ivy Capital Management sold 214 United Bankshares shares in Q2 2022, an estimated $8K.
Neo Ivy Capital Management first reported a position in United Bankshares in Q2 2020 and held it in 5 quarters.
Neo Ivy Capital Management's United Bankshares position peaked at $66K in Q3 2020.
295 funds tracked by Wall St. Rank held United Bankshares as of Q2 2022.

Based on Neo Ivy Capital Management's 13F filing for Q2 2022, filed 16 Aug 2022.