WT
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Whittier Trust’s United Bankshares UBSI Stock Holding History

Whittier Trust’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
Q4 		– Sell
-36
Closed -$993 – 1675
2023
Q3 		$993 Buy
+36
New +$1.08K ﹤0.01% 1517
2023
Q2 		– Sell
-222
Closed -$7.81K – 1614
2023
Q1 		$7.81K Hold
222
– – ﹤0.01% 1337
2022
Q4 		$8.99K Sell
222
-144
-39% -$5.84K ﹤0.01% 1314
2022
Q3 		$13K Hold
366
– – ﹤0.01% 1297
2022
Q2 		$13K Hold
366
– – ﹤0.01% 1272
2022
Q1 		$13K Buy
366
+144
+65% +$5.23K ﹤0.01% 1293
2021
Q4 		$8K Hold
222
– – ﹤0.01% 1354
2021
Q3 		$8K Buy
+222
New +$7.76K ﹤0.01% 1282
2019
Q1 		– Sell
-296
Closed -$9K – 1499
2018
Q4 		$9K Buy
+296
New +$9.99K ﹤0.01% 1116

Other funds holding UBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return