Family Asset Management’s United Bankshares UBSI Stock Holding History

Family Asset 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 Q3	$732K	Hold	19,720	–	–	0.44%	52
2024 Q2	$640K	Hold	19,720	–	–	0.41%	56
2024 Q1	$706K	Sell	19,720 -20,500	-51%	-$725K	0.44%	53
2023 Q4	$1.51M	Sell	40,220 -463	-1%	-$14.7K	1.01%	23
2023 Q3	$1.12M	Sell	40,683 -232	-0.6%	-$6.99K	0.83%	31
2023 Q2	$1.21M	Hold	40,915	–	–	0.82%	27
2023 Q1	$1.44M	Sell	40,915 -491	-1%	-$19.3K	1.05%	25
2022 Q4	$1.68M	Buy	+41,406	New	+$1.68M	1.39%	18

Other funds holding UBSI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Family Asset Management's UBSI Position: Q3 2024 in Review

Family Asset Management held its United Bankshares (UBSI) position steady in Q3 2024 at 19,720 shares worth $732K. The position accounts for 0.44% of the portfolio, ranked #52.

Family Asset Management first reported a position in UBSI in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.68M in Q4 2022. 335 funds tracked by Wall St. Rank hold UBSI as of Q3 2024.

Family Asset Management held 19,720 shares of United Bankshares worth $732K as of Q3 2024.
Family Asset Management left its United Bankshares share count unchanged in Q3 2024.
United Bankshares made up 0.44% of Family Asset Management's portfolio in Q3 2024, its #52 holding.
Family Asset Management first reported a position in United Bankshares in Q4 2022 and has held it in 8 quarters since.
Family Asset Management's United Bankshares position peaked at $1.68M in Q4 2022.
335 funds tracked by Wall St. Rank held United Bankshares as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.