River Oaks Capital’s United Bankshares UBSI Stock Holding History

River Oaks Capital’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	$516K	Sell	18,700 -5,500	-23%	-$166K	0.76%	37
2023 Q2	$718K	Sell	24,200 -33,500	-58%	-$1.05M	1.09%	30
2023 Q1	$2.03M	Hold	57,700	–	–	2.84%	17
2022 Q4	$2.34M	Hold	57,700	–	–	2.66%	18
2022 Q3	$2.06M	Hold	57,700	–	–	2.25%	19
2022 Q2	$2.02M	Sell	57,700 -1,500	-3%	-$52.6K	2.17%	20
2022 Q1	$2.06M	Sell	59,200 -11,600	-16%	-$421K	2.01%	21
2021 Q4	$2.57M	Buy	+70,800	New	+$2.61M	2.38%	18

Other funds holding UBSI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

River Oaks Capital's UBSI Position: Q3 2023 in Review

River Oaks Capital reduced its United Bankshares (UBSI) stake by 23% in Q3 2023, selling an estimated $166K and leaving 18,700 shares worth $516K. The position accounts for 0.76% of the portfolio, ranked #37.

River Oaks Capital first reported a position in UBSI in Q4 2021 and has held it in 8 quarters since. The position peaked at $2.57M in Q4 2021. 308 funds tracked by Wall St. Rank hold UBSI as of Q3 2023.

River Oaks Capital held 18,700 shares of United Bankshares worth $516K as of Q3 2023.
River Oaks Capital sold 5,500 United Bankshares shares in Q3 2023, an estimated $166K.
United Bankshares made up 0.76% of River Oaks Capital's portfolio in Q3 2023, its #37 holding.
River Oaks Capital first reported a position in United Bankshares in Q4 2021 and has held it in 8 quarters since.
River Oaks Capital's United Bankshares position peaked at $2.57M in Q4 2021.
308 funds tracked by Wall St. Rank held United Bankshares as of Q3 2023.

Based on River Oaks Capital's 13F filing for Q3 2023, filed 27 Oct 2023.