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AIM
Aigen Investment Management’s
United Bankshares
UBSI
Stock Holding History
Aigen Investment Management’s Portfolio
UBSI Stock Details
UBSI Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q3
–
Sell
-5,815
Closed
-$212K
–
1098
2025
Q2
$212K
Sell
5,815
-14,780
-72%
-$519K
0.03%
645
2025
Q1
$714K
Buy
+20,595
New
+$755K
0.11%
271
2023
Q4
–
Sell
-9,489
Closed
-$262K
–
1097
2023
Q3
$262K
Buy
+9,489
New
+$286K
0.05%
572
2023
Q2
–
Sell
-16,440
Closed
-$579K
–
972
2023
Q1
$579K
Sell
16,440
-30,519
-65%
-$1.2M
0.08%
285
2022
Q4
$1.9M
Buy
46,959
+21,182
+82%
+$859K
0.27%
108
2022
Q3
$922K
Buy
+25,777
New
+$961K
0.13%
203
2022
Q2
–
Sell
-12,937
Closed
-$451K
–
732
2022
Q1
$451K
Buy
+12,937
New
+$470K
0.08%
300
2021
Q1
–
Sell
-19,046
Closed
-$617K
–
893
2020
Q4
$617K
Sell
19,046
-13,182
-41%
-$372K
0.08%
320
2020
Q3
$692K
Buy
+32,228
New
+$839K
0.09%
337
2020
Q2
–
Sell
-3,960
Closed
-$91K
–
1296
2020
Q1
$91K
Buy
+3,960
New
+$124K
0.01%
882
Other funds holding UBSI
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New York
$5.72T AUM
30.48%
1-Year Est. Return
Vanguard Group
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$6.9T AUM
27.45%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
EARNEST Partners
Atlanta, Georgia
$24.3B AUM
34.41%
1-Year Est. Return
Victory Capital Management
San Antonio, Texas
$156B AUM
27.51%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
SAM
Silvercrest Asset Management
New York
$13.8B AUM
28.39%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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