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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $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
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nicholas Hoffman & Company's UBSI Position: Q1 2022 in Review

Nicholas Hoffman & Company sold out of United Bankshares (UBSI) in Q1 2022, closing a stake of 16,288 shares — an estimated $591K sold.

Nicholas Hoffman & Company first reported a position in UBSI in Q2 2020 and held it in 7 quarters. The position peaked at $628K in Q1 2021. 305 funds tracked by Wall St. Rank hold UBSI as of Q1 2022.

  • Nicholas Hoffman & Company reported no remaining United Bankshares position as of Q1 2022 after selling out during the quarter.
  • Nicholas Hoffman & Company sold 16,288 United Bankshares shares in Q1 2022, an estimated $591K.
  • Nicholas Hoffman & Company first reported a position in United Bankshares in Q2 2020 and held it in 7 quarters.
  • Nicholas Hoffman & Company's United Bankshares position peaked at $628K in Q1 2021.
  • 305 funds tracked by Wall St. Rank held United Bankshares as of Q1 2022.

Based on Nicholas Hoffman & Company's 13F filing for Q1 2022, filed 10 May 2022.