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Paloma Partners’s United Bankshares UBSI Stock Holding History

Paloma Partners’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
2020
Q4 		– Sell
-23,990
Closed -$515K – 2237
2020
Q3 		$515K Buy
+23,990
New +$625K 0.01% 1148
2020
Q1 		– Sell
-88,529
Closed -$3.42M – 2086
2019
Q4 		$3.42M Buy
+88,529
New +$3.41M 0.05% 378
2019
Q2 		– Sell
-13,900
Closed -$504K – 2195
2019
Q1 		$504K Sell
13,900
-17,600
-56% -$635K 0.01% 1068
2018
Q4 		$980K Buy
31,500
+22,320
+243% +$753K 0.03% 463
2018
Q3 		$334K Buy
+9,180
New +$348K 0.01% 1184
2018
Q2 		– Sell
-57,874
Closed -$2.04M – 2228
2018
Q1 		$2.04M Buy
+57,874
New +$2.09M 0.03% 560
2017
Q4 		– Sell
-180,811
Closed -$6.72M – 2317
2017
Q3 		$6.72M Buy
180,811
+160,432
+787% +$5.65M 0.09% 205
2017
Q2 		$799K Buy
+20,379
New +$809K 0.01% 1306
2016
Q4 		– Sell
-63,341
Closed -$2.39M – 2152
2016
Q3 		$2.39M Buy
+63,341
New +$2.42M 0.03% 459
2016
Q1 		– Sell
-40,436
Closed -$1.5M – 2078
2015
Q4 		$1.5M Sell
40,436
-35,264
-47% -$1.39M 0.04% 478
2015
Q3 		$2.88M Buy
+75,700
New +$2.97M 0.07% 225
2015
Q1 		– Sell
-6,737
Closed -$252K – 1433
2014
Q4 		$252K Buy
+6,737
New +$232K 0.01% 929
2014
Q1 		– Sell
-7,414
Closed -$233K – 1002
2013
Q4 		$233K Buy
+7,414
New +$227K 0.01% 870

Other funds holding UBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Paloma Partners's UBSI Position: Q4 2020 in Review

Paloma Partners sold out of United Bankshares (UBSI) in Q4 2020, closing a stake of 23,990 shares — an estimated $515K sold.

Paloma Partners first reported a position in UBSI in Q4 2013 and held it in 13 quarters. The position peaked at $6.72M in Q3 2017. 271 funds tracked by Wall St. Rank hold UBSI as of Q4 2020.

  • Paloma Partners reported no remaining United Bankshares position as of Q4 2020 after selling out during the quarter.
  • Paloma Partners sold 23,990 United Bankshares shares in Q4 2020, an estimated $515K.
  • Paloma Partners first reported a position in United Bankshares in Q4 2013 and held it in 13 quarters.
  • Paloma Partners's United Bankshares position peaked at $6.72M in Q3 2017.
  • 271 funds tracked by Wall St. Rank held United Bankshares as of Q4 2020.

Based on Paloma Partners's 13F filing for Q4 2020, filed 16 Feb 2021.