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New York Life Investment Management’s United Bankshares UBSI Stock Holding History

New York Life Investment 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
2023
Q1 		– Sell
-16,265
Closed -$659K – 1396
2022
Q4 		$659K Buy
16,265
+1,746
+12% +$70.8K 0.01% 713
2022
Q3 		$519K Buy
14,519
+1,149
+9% +$42.8K 0.01% 714
2022
Q2 		$469K Buy
+13,370
New +$469K 0.01% 760

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

New York Life Investment Management's UBSI Position: Q1 2023 in Review

New York Life Investment Management sold out of United Bankshares (UBSI) in Q1 2023, closing a stake of 16,265 shares — an estimated $659K sold.

New York Life Investment Management first reported a position in UBSI in Q2 2022 and held it in 3 quarters. The position peaked at $659K in Q4 2022. 310 funds tracked by Wall St. Rank hold UBSI as of Q1 2023.

  • New York Life Investment Management reported no remaining United Bankshares position as of Q1 2023 after selling out during the quarter.
  • New York Life Investment Management sold 16,265 United Bankshares shares in Q1 2023, an estimated $659K.
  • New York Life Investment Management first reported a position in United Bankshares in Q2 2022 and held it in 3 quarters.
  • New York Life Investment Management's United Bankshares position peaked at $659K in Q4 2022.
  • 310 funds tracked by Wall St. Rank held United Bankshares as of Q1 2023.

Based on New York Life Investment Management's 13F filing for Q1 2023, filed 8 May 2023.