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AGF Management’s United Bankshares UBSI Stock Holding History

AGF Management’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
-103,226
Closed -$2.85M – 795
2023
Q3 		$2.85M Sell
103,226
-14,182
-12% -$427K 0.02% 411
2023
Q2 		$3.48M Buy
117,408
+32,507
+38% +$1.02M 0.03% 378
2023
Q1 		$2.99M Buy
84,901
+2,467
+3% +$96.8K 0.02% 444
2022
Q4 		$3.34M Buy
+82,434
New +$3.34M 0.02% 379

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

AGF Management's UBSI Position: Q4 2023 in Review

AGF Management sold out of United Bankshares (UBSI) in Q4 2023, closing a stake of 103,226 shares — an estimated $2.85M sold.

AGF Management first reported a position in UBSI in Q4 2022 and held it in 4 quarters. The position peaked at $3.48M in Q2 2023. 309 funds tracked by Wall St. Rank hold UBSI as of Q4 2023.

  • AGF Management reported no remaining United Bankshares position as of Q4 2023 after selling out during the quarter.
  • AGF Management sold 103,226 United Bankshares shares in Q4 2023, an estimated $2.85M.
  • AGF Management first reported a position in United Bankshares in Q4 2022 and held it in 4 quarters.
  • AGF Management's United Bankshares position peaked at $3.48M in Q2 2023.
  • 309 funds tracked by Wall St. Rank held United Bankshares as of Q4 2023.

Based on AGF Management's 13F filing for Q4 2023, filed 6 Feb 2024.