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Catalyst Funds Management’s United Bankshares UBSI Stock Holding History

Catalyst Funds 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
2024
Q4 		– Sell
-2,000
Closed -$74.2K – 1215
2024
Q3 		$74.2K Buy
+2,000
New +$73K 0.02% 605
2024
Q2 		– Sell
-9,300
Closed -$333K – 1609
2024
Q1 		$333K Buy
+9,300
New +$329K 0.09% 175

Other funds holding UBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Catalyst Funds Management's UBSI Position: Q4 2024 in Review

Catalyst Funds Management sold out of United Bankshares (UBSI) in Q4 2024, closing a stake of 2,000 shares — an estimated $74.2K sold.

Catalyst Funds Management first reported a position in UBSI in Q1 2024 and held it in 2 quarters. The position peaked at $333K in Q1 2024. 346 funds tracked by Wall St. Rank hold UBSI as of Q4 2024.

  • Catalyst Funds Management reported no remaining United Bankshares position as of Q4 2024 after selling out during the quarter.
  • Catalyst Funds Management sold 2,000 United Bankshares shares in Q4 2024, an estimated $74.2K.
  • Catalyst Funds Management first reported a position in United Bankshares in Q1 2024 and held it in 2 quarters.
  • Catalyst Funds Management's United Bankshares position peaked at $333K in Q1 2024.
  • 346 funds tracked by Wall St. Rank held United Bankshares as of Q4 2024.

Based on Catalyst Funds Management's 13F filing for Q4 2024, filed 10 Feb 2025.