Susquehanna Fundamental Investments’s United Bankshares UBSI Stock Holding History

Susquehanna Fundamental Investments’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	-6,415	Closed	-$226K	–	872
2023 Q1	$226K	Sell	6,415 -73,187	-92%	-$2.87M	0.01%	845
2022 Q4	$3.22M	Buy	79,602 +5,024	+7%	+$204K	0.06%	369
2022 Q3	$2.67M	Buy	+74,578	New	+$2.78M	0.05%	498
2022 Q1	$3.93M	Buy	112,594 +94,355	+517%	+$3.43M	0.08%	358
2021 Q4	$662K	Buy	+18,239	New	+$671K	0.02%	811
2020 Q1	–	Sell	-6,800	Closed	-$263K	–	409
2019 Q4	$263K	Hold	6,800	–	–	0.03%	285
2019 Q3	$258K	Sell	6,800 -1,700	-20%	-$63K	0.03%	282
2019 Q2	$315K	Buy	8,500 +1,700	+25%	+$63.8K	0.04%	283
2019 Q1	$246K	Buy	+6,800	New	+$245K	0.03%	334

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

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 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

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

Susquehanna Fundamental Investments's UBSI Position: Q2 2023 in Review

Susquehanna Fundamental Investments sold out of United Bankshares (UBSI) in Q2 2023, closing a stake of 6,415 shares — an estimated $226K sold.

Susquehanna Fundamental Investments first reported a position in UBSI in Q1 2019 and held it in 9 quarters. The position peaked at $3.93M in Q1 2022. 297 funds tracked by Wall St. Rank hold UBSI as of Q2 2023.

Susquehanna Fundamental Investments reported no remaining United Bankshares position as of Q2 2023 after selling out during the quarter.
Susquehanna Fundamental Investments sold 6,415 United Bankshares shares in Q2 2023, an estimated $226K.
Susquehanna Fundamental Investments first reported a position in United Bankshares in Q1 2019 and held it in 9 quarters.
Susquehanna Fundamental Investments's United Bankshares position peaked at $3.93M in Q1 2022.
297 funds tracked by Wall St. Rank held United Bankshares as of Q2 2023.

Based on Susquehanna Fundamental Investments's 13F filing for Q2 2023, filed 11 Aug 2023.