OQS
UBSI icon

Occudo Quantitative Strategies’s United Bankshares UBSI Stock Holding History

Occudo Quantitative Strategies’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
2024
Q3 		– Sell
-13,490
Closed -$438K – 1026
2024
Q2 		$438K Buy
+13,490
New +$446K 0.08% 330
2022
Q2 		– Sell
-44,955
Closed -$1.57M – 1387
2022
Q1 		$1.57M Sell
44,955
-239
-0.5% -$8.68K 0.13% 247
2021
Q4 		$1.64M Buy
45,194
+22,758
+101% +$838K 0.15% 199
2021
Q3 		$816K Buy
+22,436
New +$784K 0.1% 368

Other funds holding UBSI

BlackRock
BlackRock New York $5.7T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return