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Prudential plc’s United Bankshares UBSI Stock Holding History

Prudential plc’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
Q2 		– Sell
-119,714
Closed -$4.28M – 804
2024
Q1 		$4.28M Buy
+119,714
New +$4.23M 0.03% 282
2022
Q4 		– Sell
-28,122
Closed -$1M – 916
2022
Q3 		$1M Buy
+28,122
New +$1.05M 0.02% 395

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Prudential plc's UBSI Position: Q2 2024 in Review

Prudential plc sold out of United Bankshares (UBSI) in Q2 2024, closing a stake of 119,714 shares — an estimated $4.28M sold.

Prudential plc first reported a position in UBSI in Q3 2022 and held it in 2 quarters. The position peaked at $4.28M in Q1 2024. 304 funds tracked by Wall St. Rank hold UBSI as of Q2 2024.

  • Prudential plc reported no remaining United Bankshares position as of Q2 2024 after selling out during the quarter.
  • Prudential plc sold 119,714 United Bankshares shares in Q2 2024, an estimated $4.28M.
  • Prudential plc first reported a position in United Bankshares in Q3 2022 and held it in 2 quarters.
  • Prudential plc's United Bankshares position peaked at $4.28M in Q1 2024.
  • 304 funds tracked by Wall St. Rank held United Bankshares as of Q2 2024.

Based on Prudential plc's 13F filing for Q2 2024, filed 7 Aug 2024.