Zeke Capital Advisors’s United Bankshares UBSI Stock Holding History

Zeke Capital Advisors’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
2022 Q1	–	Sell	-5,527	Closed	-$201K	–	530
2021 Q4	$201K	Hold	5,527	–	–	0.01%	287
2021 Q3	$201K	Sell	5,527 -688	-11%	-$24.1K	0.01%	279
2021 Q2	$227K	Hold	6,215	–	–	0.01%	287
2021 Q1	$240K	Hold	6,215	–	–	0.02%	251
2020 Q4	$201K	Buy	+6,215	New	+$175K	0.02%	269
2020 Q3	–	Sell	-7,870	Closed	-$218K	–	255
2020 Q2	$218K	Sell	7,870 -3,885	-33%	-$104K	0.04%	179
2020 Q1	$271K	Sell	11,755 -14,144	-55%	-$444K	0.08%	153
2019 Q4	$1M	Buy	25,899 +4,490	+21%	+$173K	0.08%	206
2019 Q3	$811K	Buy	21,409 +1,838	+9%	+$68.1K	0.07%	245
2019 Q2	$726K	Hold	19,571	–	–	0.07%	269
2019 Q1	$709K	Buy	19,571 +7,354	+60%	+$265K	0.07%	274
2018 Q4	$380K	Sell	12,217 -5,621	-32%	-$190K	0.04%	390
2018 Q3	$648K	Buy	+17,838	New	+$676K	0.05%	336
2018 Q2	–	Sell	-8,339	Closed	-$294K	–	701
2018 Q1	$294K	Buy	+8,339	New	+$302K	0.03%	449

Other funds holding UBSI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SAM

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

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Zeke Capital Advisors's UBSI Position: Q1 2022 in Review

Zeke Capital Advisors sold out of United Bankshares (UBSI) in Q1 2022, closing a stake of 5,527 shares — an estimated $201K sold.

Zeke Capital Advisors first reported a position in UBSI in Q1 2018 and held it in 14 quarters. The position peaked at $1M in Q4 2019. 305 funds tracked by Wall St. Rank hold UBSI as of Q1 2022.

Zeke Capital Advisors reported no remaining United Bankshares position as of Q1 2022 after selling out during the quarter.
Zeke Capital Advisors sold 5,527 United Bankshares shares in Q1 2022, an estimated $201K.
Zeke Capital Advisors first reported a position in United Bankshares in Q1 2018 and held it in 14 quarters.
Zeke Capital Advisors's United Bankshares position peaked at $1M in Q4 2019.
305 funds tracked by Wall St. Rank held United Bankshares as of Q1 2022.

Based on Zeke Capital Advisors's 13F filing for Q1 2022, filed 13 May 2022.