Jump Financial’s United Bankshares UBSI Stock Holding History

Jump Financial’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 Q2	–	Sell	-13,600	Closed	-$479K	–	2168
2023 Q1	$479K	Buy	13,600 +4,846	+55%	+$190K	0.02%	916
2022 Q4	$354K	Buy	+8,754	New	+$355K	0.02%	947

Other funds holding UBSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jump Financial's UBSI Position: Q2 2023 in Review

Jump Financial sold out of United Bankshares (UBSI) in Q2 2023, closing a stake of 13,600 shares — an estimated $479K sold.

Jump Financial first reported a position in UBSI in Q4 2022 and held it in 2 quarters. The position peaked at $479K in Q1 2023. 295 funds tracked by Wall St. Rank hold UBSI as of Q2 2023.

Jump Financial reported no remaining United Bankshares position as of Q2 2023 after selling out during the quarter.
Jump Financial sold 13,600 United Bankshares shares in Q2 2023, an estimated $479K.
Jump Financial first reported a position in United Bankshares in Q4 2022 and held it in 2 quarters.
Jump Financial's United Bankshares position peaked at $479K in Q1 2023.
295 funds tracked by Wall St. Rank held United Bankshares as of Q2 2023.

Based on Jump Financial's 13F filing for Q2 2023, filed 7 Aug 2023.