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Pitcairn’s United Bankshares UBSI Stock Holding History

Pitcairn’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
Q3 		– Sell
-8,659
Closed -$257K – 684
2023
Q2 		$257K Buy
8,659
+6
+0.1% +$189 0.02% 558
2023
Q1 		$305K Sell
8,653
-105
-1% -$4.12K 0.03% 490
2022
Q4 		$355K Sell
8,758
-247
-3% -$10K 0.04% 416
2022
Q3 		$322K Sell
9,005
-1,117
-11% -$41.6K 0.03% 396
2022
Q2 		$355K Sell
10,122
-233
-2% -$8.17K 0.04% 388
2022
Q1 		$361K Sell
10,355
-363
-3% -$13.2K 0.03% 455
2021
Q4 		$389K Sell
10,718
-91
-0.8% -$3.35K 0.03% 435
2021
Q3 		$393K Buy
10,809
+80
+0.7% +$2.8K 0.03% 418
2021
Q2 		$391K Sell
10,729
-413
-4% -$16.2K 0.03% 421
2021
Q1 		$430K Sell
11,142
-128
-1% -$4.69K 0.03% 373
2020
Q4 		$365K Sell
11,270
-70
-0.6% -$1.98K 0.03% 380
2020
Q3 		$244K Sell
11,340
-2,770
-20% -$72.1K 0.02% 432
2020
Q2 		$391K Buy
+14,110
New +$379K 0.04% 281
2020
Q1 		– Sell
-10,082
Closed -$390K – 540
2019
Q4 		$390K Sell
10,082
-233
-2% -$8.98K 0.04% 315
2019
Q3 		$390K Buy
10,315
+179
+2% +$6.63K 0.04% 300
2019
Q2 		$376K Sell
10,136
-164
-2% -$6.16K 0.04% 311
2019
Q1 		$373K Buy
10,300
+1,512
+17% +$54.5K 0.04% 283
2018
Q4 		$273K Sell
8,788
-2,881
-25% -$97.2K 0.03% 333
2018
Q3 		$424K Sell
11,669
-539
-4% -$20.4K 0.04% 296
2018
Q2 		$445K Buy
12,208
+72
+0.6% +$2.58K 0.05% 277
2018
Q1 		$427K Buy
12,136
+4,226
+53% +$153K 0.05% 270
2017
Q4 		$275K Sell
7,910
-38
-0.5% -$1.37K 0.03% 407
2017
Q3 		$295K Sell
7,948
-311
-4% -$10.9K 0.03% 362
2017
Q2 		$324K Buy
+8,259
New +$328K 0.04% 322

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Pitcairn's UBSI Position: Q3 2023 in Review

Pitcairn sold out of United Bankshares (UBSI) in Q3 2023, closing a stake of 8,659 shares — an estimated $257K sold.

Pitcairn first reported a position in UBSI in Q2 2017 and held it in 24 quarters. The position peaked at $445K in Q2 2018. 308 funds tracked by Wall St. Rank hold UBSI as of Q3 2023.

  • Pitcairn reported no remaining United Bankshares position as of Q3 2023 after selling out during the quarter.
  • Pitcairn sold 8,659 United Bankshares shares in Q3 2023, an estimated $257K.
  • Pitcairn first reported a position in United Bankshares in Q2 2017 and held it in 24 quarters.
  • Pitcairn's United Bankshares position peaked at $445K in Q2 2018.
  • 308 funds tracked by Wall St. Rank held United Bankshares as of Q3 2023.

Based on Pitcairn's 13F filing for Q3 2023, filed 13 Nov 2023.