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Axiom Investment Management’s United Bankshares UBSI Stock Holding History

Axiom Investment 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
2022
Q4 		– Sell
-2,485
Closed -$89K – 413
2022
Q3 		$89K Buy
+2,485
New +$92.6K 0.18% 108
2019
Q3 		– Sell
-13,896
Closed -$518K – 400
2019
Q2 		$518K Sell
13,896
-58
-0.4% -$2.18K 0.09% 217
2019
Q1 		$506K Buy
13,954
+1,643
+13% +$59.3K 0.1% 217
2018
Q4 		$383K Buy
+12,311
New +$416K 0.08% 224

Other funds holding UBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Axiom Investment Management's UBSI Position: Q4 2022 in Review

Axiom Investment Management sold out of United Bankshares (UBSI) in Q4 2022, closing a stake of 2,485 shares — an estimated $89K sold.

Axiom Investment Management first reported a position in UBSI in Q4 2018 and held it in 4 quarters. The position peaked at $518K in Q2 2019. 326 funds tracked by Wall St. Rank hold UBSI as of Q4 2022.

  • Axiom Investment Management reported no remaining United Bankshares position as of Q4 2022 after selling out during the quarter.
  • Axiom Investment Management sold 2,485 United Bankshares shares in Q4 2022, an estimated $89K.
  • Axiom Investment Management first reported a position in United Bankshares in Q4 2018 and held it in 4 quarters.
  • Axiom Investment Management's United Bankshares position peaked at $518K in Q2 2019.
  • 326 funds tracked by Wall St. Rank held United Bankshares as of Q4 2022.

Based on Axiom Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.