Richard Bernstein Advisors’s United Bankshares UBSI Stock Holding History

Richard Bernstein Advisors’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 Q1	–	Sell	-101,305	Closed	-$3.67M	–	278
2021 Q4	$3.67M	Hold	101,305	–	–	0.07%	141
2021 Q3	$3.69M	Buy	101,305 +5,530	+6%	+$193K	0.07%	143
2021 Q2	$3.5M	Hold	95,775	–	–	0.07%	151
2021 Q1	$3.69M	Buy	+95,775	New	+$3.51M	0.08%	134
2018 Q2	–	Sell	-117,082	Closed	-$4.13M	–	361
2018 Q1	$4.13M	Hold	117,082	–	–	0.15%	139
2017 Q4	$4.07M	Hold	117,082	–	–	0.18%	122
2017 Q3	$4.35M	Hold	117,082	–	–	0.3%	96
2017 Q2	$4.59M	Hold	117,082	–	–	0.35%	85
2017 Q1	$4.95M	Hold	117,082	–	–	0.38%	85
2016 Q4	$5.42M	Hold	117,082	–	–	0.45%	67
2016 Q3	$4.41M	Buy	117,082 +64,462	+123%	+$2.47M	0.42%	80
2016 Q2	$1.97M	Hold	52,620	–	–	0.19%	217
2016 Q1	$1.93M	Buy	52,620 +6,113	+13%	+$215K	0.19%	217
2015 Q4	$1.72M	Hold	46,507	–	–	0.22%	125
2015 Q3	$1.77M	Hold	46,507	–	–	0.24%	124
2015 Q2	$1.87M	Hold	46,507	–	–	0.23%	147
2015 Q1	$1.75M	Hold	46,507	–	–	0.23%	114
2014 Q4	$1.74M	Hold	46,507	–	–	0.18%	154
2014 Q3	$1.44M	Hold	46,507	–	–	0.15%	169
2014 Q2	$1.5M	Hold	46,507	–	–	0.18%	167
2014 Q1	$1.42M	Buy	46,507 +7,535	+19%	+$226K	0.2%	135
2013 Q4	$1.23M	Hold	38,972	–	–	0.25%	147
2013 Q3	$1.13M	Hold	38,972	–	–	0.33%	106
2013 Q2	$1.03M	Buy	+38,972	New	+$1M	0.34%	102

Other funds holding UBSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Richard Bernstein Advisors's UBSI Position: Q1 2022 in Review

Richard Bernstein Advisors sold out of United Bankshares (UBSI) in Q1 2022, closing a stake of 101,305 shares — an estimated $3.67M sold.

Richard Bernstein Advisors first reported a position in UBSI in Q2 2013 and held it in 24 quarters. The position peaked at $5.42M in Q4 2016. 305 funds tracked by Wall St. Rank hold UBSI as of Q1 2022.

Richard Bernstein Advisors reported no remaining United Bankshares position as of Q1 2022 after selling out during the quarter.
Richard Bernstein Advisors sold 101,305 United Bankshares shares in Q1 2022, an estimated $3.67M.
Richard Bernstein Advisors first reported a position in United Bankshares in Q2 2013 and held it in 24 quarters.
Richard Bernstein Advisors's United Bankshares position peaked at $5.42M in Q4 2016.
305 funds tracked by Wall St. Rank held United Bankshares as of Q1 2022.

Based on Richard Bernstein Advisors's 13F filing for Q1 2022, filed 12 May 2022.