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Royce & Associates’s United Bankshares UBSI Stock Holding History

Royce & Associates’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
Q3 		– Sell
-105,389
Closed -$2.92M – 1162
2020
Q2 		$2.92M Buy
+105,389
New +$2.83M 0.03% 586
2016
Q1 		– Sell
-185,955
Closed -$6.88M – 1132
2015
Q4 		$6.88M Sell
185,955
-147,500
-44% -$5.83M 0.04% 529
2015
Q3 		$12.7M Sell
333,455
-51,000
-13% -$2M 0.07% 369
2015
Q2 		$15.5M Sell
384,455
-21,000
-5% -$803K 0.07% 382
2015
Q1 		$15.2M Hold
405,455
– – 0.06% 417
2014
Q4 		$15.2M Sell
405,455
-5,000
-1% -$172K 0.05% 432
2014
Q3 		$12.7M Sell
410,455
-24,900
-6% -$803K 0.04% 516
2014
Q2 		$14.1M Buy
435,355
+39,500
+10% +$1.2M 0.04% 538
2014
Q1 		$12.1M Buy
395,855
+135,855
+52% +$4.08M 0.04% 592
2013
Q4 		$8.18M Buy
260,000
+7,000
+3% +$214K 0.02% 742
2013
Q3 		$7.33M Sell
253,000
-5,000
-2% -$142K 0.02% 757
2013
Q2 		$6.82M Buy
+258,000
New +$6.65M 0.02% 759

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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Royce & Associates's UBSI Position: Q3 2020 in Review

Royce & Associates sold out of United Bankshares (UBSI) in Q3 2020, closing a stake of 105,389 shares — an estimated $2.92M sold.

Royce & Associates first reported a position in UBSI in Q2 2013 and held it in 12 quarters. The position peaked at $15.5M in Q2 2015. 259 funds tracked by Wall St. Rank hold UBSI as of Q3 2020.

  • Royce & Associates reported no remaining United Bankshares position as of Q3 2020 after selling out during the quarter.
  • Royce & Associates sold 105,389 United Bankshares shares in Q3 2020, an estimated $2.92M.
  • Royce & Associates first reported a position in United Bankshares in Q2 2013 and held it in 12 quarters.
  • Royce & Associates's United Bankshares position peaked at $15.5M in Q2 2015.
  • 259 funds tracked by Wall St. Rank held United Bankshares as of Q3 2020.

Based on Royce & Associates's 13F filing for Q3 2020, filed 12 Nov 2020.