SIP
UBSI icon

Stoneridge Investment Partners’s United Bankshares UBSI Stock Holding History

Stoneridge Investment Partners’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
2018
Q2 		– Sell
-11,454
Closed -$404K – 185
2018
Q1 		$404K Hold
11,454
– – 0.07% 132
2017
Q4 		$398K Hold
11,454
– – 0.06% 141
2017
Q3 		$426K Sell
11,454
-5,822
-34% -$205K 0.07% 136
2017
Q2 		$677K Buy
+17,276
New +$686K 0.1% 130

Other funds holding UBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
ACA
Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stoneridge Investment Partners's UBSI Position: Q2 2018 in Review

Stoneridge Investment Partners sold out of United Bankshares (UBSI) in Q2 2018, closing a stake of 11,454 shares — an estimated $404K sold.

Stoneridge Investment Partners first reported a position in UBSI in Q2 2017 and held it in 4 quarters. The position peaked at $677K in Q2 2017. 255 funds tracked by Wall St. Rank hold UBSI as of Q2 2018.

  • Stoneridge Investment Partners reported no remaining United Bankshares position as of Q2 2018 after selling out during the quarter.
  • Stoneridge Investment Partners sold 11,454 United Bankshares shares in Q2 2018, an estimated $404K.
  • Stoneridge Investment Partners first reported a position in United Bankshares in Q2 2017 and held it in 4 quarters.
  • Stoneridge Investment Partners's United Bankshares position peaked at $677K in Q2 2017.
  • 255 funds tracked by Wall St. Rank held United Bankshares as of Q2 2018.

Based on Stoneridge Investment Partners's 13F filing for Q2 2018, filed 31 Jul 2018.