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Nicholas Hoffman & Company’s United Bankshares UBSI Stock Holding History

Nicholas Hoffman & Company’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
Q1 		– Sell
-16,288
Closed -$591K – 287
2021
Q4 		$591K Hold
16,288
– – 0.02% 154
2021
Q3 		$593K Hold
16,288
– – 0.1% 142
2021
Q2 		$595K Hold
16,288
– – 0.11% 141
2021
Q1 		$628K Sell
16,288
-1,950
-11% -$71.5K 0.13% 130
2020
Q4 		$591K Sell
18,238
-833
-4% -$23.5K 0.14% 123
2020
Q3 		$409K Hold
19,071
– – 0.11% 138
2020
Q2 		$528K Buy
+19,071
New +$512K 0.15% 122

Other funds holding UBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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