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Prelude Capital Management’s United Bankshares UBSI Stock Holding History

Prelude Capital Management’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
Q1 		– Sell
-1,037
Closed -$40K – 2054
2019
Q4 		$40K Buy
+1,037
New +$40K ﹤0.01% 1417
2017
Q3 		– Sell
-9
Closed – – 1907
2017
Q2 		$0 Buy
+9
New +$357 ﹤0.01% 1868
2014
Q3 		– Sell
-570
Closed -$18K – 2132
2014
Q2 		$18K Buy
+570
New +$17.3K ﹤0.01% 1744
2013
Q4 		– Sell
-200
Closed -$6K – 1923
2013
Q3 		$6K Buy
+200
New +$5.69K ﹤0.01% 1427

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Prelude Capital Management's UBSI Position: Q1 2020 in Review

Prelude Capital Management sold out of United Bankshares (UBSI) in Q1 2020, closing a stake of 1,037 shares — an estimated $40K sold.

Prelude Capital Management first reported a position in UBSI in Q3 2013 and held it in 4 quarters. The position peaked at $40K in Q4 2019. 242 funds tracked by Wall St. Rank hold UBSI as of Q1 2020.

  • Prelude Capital Management reported no remaining United Bankshares position as of Q1 2020 after selling out during the quarter.
  • Prelude Capital Management sold 1,037 United Bankshares shares in Q1 2020, an estimated $40K.
  • Prelude Capital Management first reported a position in United Bankshares in Q3 2013 and held it in 4 quarters.
  • Prelude Capital Management's United Bankshares position peaked at $40K in Q4 2019.
  • 242 funds tracked by Wall St. Rank held United Bankshares as of Q1 2020.

Based on Prelude Capital Management's 13F filing for Q1 2020, filed 15 May 2020.