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Schubert & Co’s United Bankshares UBSI Stock Holding History

Schubert & Co’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
Q2 		– Sell
-75
Closed -$2.64K – 1428
2023
Q1 		$2.64K Sell
75
-15
-17% -$589 ﹤0.01% 772
2022
Q4 		$3.64K Buy
90
+7
+8% +$284 ﹤0.01% 560
2022
Q3 		$3K Buy
83
+24
+41% +$895 ﹤0.01% 686
2022
Q2 		$2K Buy
59
+40
+211% +$1.4K ﹤0.01% 902
2022
Q1 		$1K Buy
19
+1
+6% +$36 ﹤0.01% 947
2021
Q4 		$1K Buy
+18
New +$663 ﹤0.01% 892

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
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

Schubert & Co's UBSI Position: Q2 2023 in Review

Schubert & Co sold out of United Bankshares (UBSI) in Q2 2023, closing a stake of 75 shares — an estimated $2.64K sold.

Schubert & Co first reported a position in UBSI in Q4 2021 and held it in 6 quarters. The position peaked at $3.64K in Q4 2022. 295 funds tracked by Wall St. Rank hold UBSI as of Q2 2023.

  • Schubert & Co reported no remaining United Bankshares position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 75 United Bankshares shares in Q2 2023, an estimated $2.64K.
  • Schubert & Co first reported a position in United Bankshares in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's United Bankshares position peaked at $3.64K in Q4 2022.
  • 295 funds tracked by Wall St. Rank held United Bankshares as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.