Tidemark’s United Bankshares UBSI Stock Holding History

Tidemark’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
2024 Q2	–	Sell	-91	Closed	-$3.26K	–	718
2024 Q1	$3.26K	Hold	91	–	–	﹤0.01%	563
2023 Q4	$3.42K	Buy	+91	New	+$2.89K	﹤0.01%	549

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

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

Tidemark's UBSI Position: Q2 2024 in Review

Tidemark sold out of United Bankshares (UBSI) in Q2 2024, closing a stake of 91 shares — an estimated $3.26K sold.

Tidemark first reported a position in UBSI in Q4 2023 and held it in 2 quarters. The position peaked at $3.42K in Q4 2023. 304 funds tracked by Wall St. Rank hold UBSI as of Q2 2024.

Tidemark reported no remaining United Bankshares position as of Q2 2024 after selling out during the quarter.
Tidemark sold 91 United Bankshares shares in Q2 2024, an estimated $3.26K.
Tidemark first reported a position in United Bankshares in Q4 2023 and held it in 2 quarters.
Tidemark's United Bankshares position peaked at $3.42K in Q4 2023.
304 funds tracked by Wall St. Rank held United Bankshares as of Q2 2024.

Based on Tidemark's 13F filing for Q2 2024, filed 12 Aug 2024.