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EPG Wealth Management’s United Bankshares UBSI Stock Holding History

EPG Wealth 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
-9,957
Closed -$275K – 448
2023
Q3 		$275K Sell
9,957
-2,408
-19% -$72.5K 0.08% 199
2023
Q2 		$367K Buy
12,365
+108
+0.9% +$3.4K 0.11% 173
2023
Q1 		$431K Buy
12,257
+93
+0.8% +$3.65K 0.14% 150
2022
Q4 		$493K Buy
12,164
+105
+0.9% +$4.26K 0.19% 107
2022
Q3 		$431K Buy
12,059
+106
+0.9% +$3.95K 0.18% 115
2022
Q2 		$419K Sell
11,953
-824
-6% -$28.9K 0.18% 119
2022
Q1 		$446K Buy
12,777
+1,027
+9% +$37.3K 0.15% 124
2021
Q4 		$426K Sell
11,750
-1,283
-10% -$47.2K 0.15% 128
2021
Q3 		$474K Buy
13,033
+2,593
+25% +$90.6K 0.19% 110
2021
Q2 		$381K Buy
10,440
+1,440
+16% +$56.6K 0.16% 128
2021
Q1 		$347K Buy
+9,000
New +$330K 0.17% 126

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 $3.37T AUM 44.26% 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

EPG Wealth Management's UBSI Position: Q4 2023 in Review

EPG Wealth Management sold out of United Bankshares (UBSI) in Q4 2023, closing a stake of 9,957 shares — an estimated $275K sold.

EPG Wealth Management first reported a position in UBSI in Q1 2021 and held it in 11 quarters. The position peaked at $493K in Q4 2022. 309 funds tracked by Wall St. Rank hold UBSI as of Q4 2023.

  • EPG Wealth Management reported no remaining United Bankshares position as of Q4 2023 after selling out during the quarter.
  • EPG Wealth Management sold 9,957 United Bankshares shares in Q4 2023, an estimated $275K.
  • EPG Wealth Management first reported a position in United Bankshares in Q1 2021 and held it in 11 quarters.
  • EPG Wealth Management's United Bankshares position peaked at $493K in Q4 2022.
  • 309 funds tracked by Wall St. Rank held United Bankshares as of Q4 2023.

Based on EPG Wealth Management's 13F filing for Q4 2023, filed 15 Feb 2024.