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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 $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 $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Whittier Trust's UBSI Position: Q4 2023 in Review

Whittier Trust sold out of United Bankshares (UBSI) in Q4 2023, closing a stake of 36 shares — an estimated $993 sold.

Whittier Trust first reported a position in UBSI in Q4 2018 and held it in 9 quarters. The position peaked at $13K in Q3 2022. 309 funds tracked by Wall St. Rank hold UBSI as of Q4 2023.

  • Whittier Trust reported no remaining United Bankshares position as of Q4 2023 after selling out during the quarter.
  • Whittier Trust sold 36 United Bankshares shares in Q4 2023, an estimated $993.
  • Whittier Trust first reported a position in United Bankshares in Q4 2018 and held it in 9 quarters.
  • Whittier Trust's United Bankshares position peaked at $13K in Q3 2022.
  • 309 funds tracked by Wall St. Rank held United Bankshares as of Q4 2023.

Based on Whittier Trust's 13F filing for Q4 2023, filed 11 Jan 2024.