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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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return