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Greenwood Capital Associates’s United Bankshares UBSI Stock Holding History

Greenwood Capital Associates’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
Q1 		– Sell
-11,568
Closed -$434K – 272
2023
Q4 		$434K Buy
+11,568
New +$368K 0.06% 202

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EARNEST Partners
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Victory Capital Management
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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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Greenwood Capital Associates's UBSI Position: Q1 2024 in Review

Greenwood Capital Associates sold out of United Bankshares (UBSI) in Q1 2024, closing a stake of 11,568 shares — an estimated $434K sold.

Greenwood Capital Associates first reported a position in UBSI in Q4 2023 and held it in 1 quarter. The position peaked at $434K in Q4 2023. 316 funds tracked by Wall St. Rank hold UBSI as of Q1 2024.

  • Greenwood Capital Associates reported no remaining United Bankshares position as of Q1 2024 after selling out during the quarter.
  • Greenwood Capital Associates sold 11,568 United Bankshares shares in Q1 2024, an estimated $434K.
  • Greenwood Capital Associates first reported a position in United Bankshares in Q4 2023 and held it in 1 quarter.
  • Greenwood Capital Associates's United Bankshares position peaked at $434K in Q4 2023.
  • 316 funds tracked by Wall St. Rank held United Bankshares as of Q1 2024.

Based on Greenwood Capital Associates's 13F filing for Q1 2024, filed 1 May 2024.