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Private Capital Group’s United Bankshares UBSI Stock Holding History

Private Capital Group’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
Q2 		$6K Sell
174
-9
-5% -$316 ﹤0.01% 1204
2022
Q1 		$6K Sell
183
-21
-10% -$763 ﹤0.01% 1475
2021
Q4 		$8K Buy
204
+65
+47% +$2.39K ﹤0.01% 1405
2021
Q3 		$5K Sell
139
-46
-25% -$1.61K ﹤0.01% 1604
2021
Q2 		$7K Hold
185
– – ﹤0.01% 1481
2021
Q1 		$7K Sell
185
-894
-83% -$32.8K ﹤0.01% 1423
2020
Q4 		$35K Sell
1,079
-85
-7% -$2.4K 0.01% 959
2020
Q3 		$25K Sell
1,164
-358
-24% -$9.32K 0.01% 1011
2020
Q2 		$43K Buy
1,522
+835
+122% +$22.4K 0.01% 789
2020
Q1 		$16K Sell
687
-41
-6% -$1.29K ﹤0.01% 1123
2019
Q4 		$28K Sell
728
-215
-23% -$8.29K 0.01% 980
2019
Q3 		$36K Buy
943
+577
+158% +$21.4K 0.01% 924
2019
Q2 		$13K Sell
366
-580
-61% -$21.8K ﹤0.01% 1285
2019
Q1 		$35K Buy
946
+165
+21% +$5.95K 0.01% 943
2018
Q4 		$24K Buy
781
+415
+113% +$14K 0.01% 1019
2018
Q3 		$13K Hold
366
– – ﹤0.01% 1356
2018
Q2 		$13K Sell
366
-218
-37% -$7.81K ﹤0.01% 1307
2018
Q1 		$21K Sell
584
-93
-14% -$3.37K ﹤0.01% 1053
2017
Q4 		$24K Buy
+677
New +$24.4K 0.01% 1000

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Private Capital Group's UBSI Position: Q2 2022 in Review

Private Capital Group reduced its United Bankshares (UBSI) stake by 4.9% in Q2 2022, selling an estimated $316 and leaving 174 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1204.

Private Capital Group first reported a position in UBSI in Q4 2017 and has held it in 19 quarters since. The position peaked at $43K in Q2 2020. 295 funds tracked by Wall St. Rank hold UBSI as of Q2 2022.

  • Private Capital Group held 174 shares of United Bankshares worth $6K as of Q2 2022.
  • Private Capital Group sold 9 United Bankshares shares in Q2 2022, an estimated $316.
  • United Bankshares made up ﹤0.01% of Private Capital Group's portfolio in Q2 2022, its #1204 holding.
  • Private Capital Group first reported a position in United Bankshares in Q4 2017 and has held it in 19 quarters since.
  • Private Capital Group's United Bankshares position peaked at $43K in Q2 2020.
  • 295 funds tracked by Wall St. Rank held United Bankshares as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.