AGF Investments LLC’s United Bankshares UBSI Stock Holding History

AGF Investments LLC’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 Q3	$1.59M	Buy	44,454 +18,486	+71%	+$689K	0.15%	76
2022 Q2	$911K	Buy	+25,968	New	+$911K	0.09%	153
2022 Q1	–	Sell	-942	Closed	-$34K	–	518
2021 Q4	$34K	Buy	+942	New	+$34.7K	﹤0.01%	386
2021 Q2	–	Sell	-984	Closed	-$38K	–	504
2021 Q1	$38K	Sell	984 -399	-29%	-$14.6K	﹤0.01%	336
2020 Q4	$45K	Buy	+1,383	New	+$39.1K	0.01%	324
2019 Q4	–	Sell	-119	Closed	-$5K	–	689
2019 Q3	$5K	Sell	119 -119	-50%	-$4.41K	﹤0.01%	546
2019 Q2	$9K	Hold	238	–	–	﹤0.01%	530
2019 Q1	$9K	Hold	238	–	–	﹤0.01%	512
2018 Q4	$7K	Buy	+238	New	+$8.03K	﹤0.01%	615
2017 Q2	–	Sell	-202	Closed	-$9K	–	793
2017 Q1	$9K	Hold	202	–	–	﹤0.01%	642
2016 Q4	$10K	Buy	+202	New	+$8.57K	﹤0.01%	632

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

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

AGF Investments LLC's UBSI Position: Q3 2022 in Review

AGF Investments LLC increased its United Bankshares (UBSI) stake by 71% in Q3 2022, buying an estimated $689K and bringing the position to 44,454 shares worth $1.59M. The position accounts for 0.15% of the portfolio, ranked #76.

AGF Investments LLC first reported a position in UBSI in Q4 2016 and has held it in 11 quarters since. 314 funds tracked by Wall St. Rank hold UBSI as of Q3 2022.

AGF Investments LLC held 44,454 shares of United Bankshares worth $1.59M as of Q3 2022.
AGF Investments LLC bought 18,486 United Bankshares shares in Q3 2022, an estimated $689K.
United Bankshares made up 0.15% of AGF Investments LLC's portfolio in Q3 2022, its #76 holding.
AGF Investments LLC first reported a position in United Bankshares in Q4 2016 and has held it in 11 quarters since.
314 funds tracked by Wall St. Rank held United Bankshares as of Q3 2022.

Based on AGF Investments LLC's 13F filing for Q3 2022, filed 10 Nov 2022.