TI
UBSI icon

tru Independence’s United Bankshares UBSI Stock Holding History

tru Independence’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
2020
Q3 		– Sell
-356
Closed -$10 – 826
2020
Q2 		$10 Hold
356
– – ﹤0.01% 595
2020
Q1 		$8 Hold
356
– – ﹤0.01% 465
2019
Q4 		$8K Buy
+356
New +$13.7K ﹤0.01% 602

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

tru Independence's UBSI Position: Q3 2020 in Review

tru Independence sold out of United Bankshares (UBSI) in Q3 2020, closing a stake of 356 shares — an estimated $10 sold.

tru Independence first reported a position in UBSI in Q4 2019 and held it in 3 quarters. The position peaked at $8K in Q4 2019. 259 funds tracked by Wall St. Rank hold UBSI as of Q3 2020.

  • tru Independence reported no remaining United Bankshares position as of Q3 2020 after selling out during the quarter.
  • tru Independence sold 356 United Bankshares shares in Q3 2020, an estimated $10.
  • tru Independence first reported a position in United Bankshares in Q4 2019 and held it in 3 quarters.
  • tru Independence's United Bankshares position peaked at $8K in Q4 2019.
  • 259 funds tracked by Wall St. Rank held United Bankshares as of Q3 2020.

Based on tru Independence's 13F filing for Q3 2020, filed 19 Nov 2020.