SmallCap Value Fund II UBSI Holdings History
SmallCap Value Fund II's United Bankshares Inc Holding Summary
As of 2025-04-30, PRINCIPAL FUNDS INC held 10,266.00 shares of United Bankshares Inc(UBSI), totaling $352,020.00. This investment constitutes 0.04% of their stock portfolio, and PRINCIPAL FUNDS INC now holds 0.01% of the outstanding United Bankshares Inc(UBSI) stock.
The initial trade took place in 2019Q4. And since then SmallCap Value Fund II has made 11 purchases of UBSI, at an average price of $34.26, for a total of 443,820.00 shares. In addition, there have been 10 sales at an average price of $36.13 for 433,554.00 shares. Based on historical transaction data and UBSI's current price of $37.48, SmallCap Value Fund II's estimated gain on his UBSI holdings is $843,212.00, reflecting a 5.54% gain to date.
SmallCap Value Fund II UBSI ($37.48) Holding Chart
SmallCap Value Fund II UBSI ($37.48) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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