Wellington Management Group
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Wellington Management Group’s United Bankshares UBSI Stock Holding History

Wellington Management Group’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
2021
Q4 		– Sell
-8,219
Closed -$299K – 2297
2021
Q3 		$299K Buy
+8,219
New +$287K ﹤0.01% 2046

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wellington Management Group's UBSI Position: Q4 2021 in Review

Wellington Management Group sold out of United Bankshares (UBSI) in Q4 2021, closing a stake of 8,219 shares — an estimated $299K sold.

Wellington Management Group first reported a position in UBSI in Q3 2021 and held it in 1 quarter. The position peaked at $299K in Q3 2021. 301 funds tracked by Wall St. Rank hold UBSI as of Q4 2021.

  • Wellington Management Group reported no remaining United Bankshares position as of Q4 2021 after selling out during the quarter.
  • Wellington Management Group sold 8,219 United Bankshares shares in Q4 2021, an estimated $299K.
  • Wellington Management Group first reported a position in United Bankshares in Q3 2021 and held it in 1 quarter.
  • Wellington Management Group's United Bankshares position peaked at $299K in Q3 2021.
  • 301 funds tracked by Wall St. Rank held United Bankshares as of Q4 2021.

Based on Wellington Management Group's 13F filing for Q4 2021, filed 11 Feb 2022.