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Lanham O'Dell & Company’s United Bankshares UBSI Stock Holding History

Lanham O'Dell & Company’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
-35,038
Closed -$1.32M – 34
2023
Q4 		$1.32M Buy
+35,038
New +$1.11M 0.91% 9
2022
Q4 		– Sell
-32,258
Closed -$1.15M – 30
2022
Q3 		$1.15M Buy
+32,258
New +$1.2M 4.09% 6

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
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

Lanham O'Dell & Company's UBSI Position: Q1 2024 in Review

Lanham O'Dell & Company sold out of United Bankshares (UBSI) in Q1 2024, closing a stake of 35,038 shares — an estimated $1.32M sold.

Lanham O'Dell & Company first reported a position in UBSI in Q3 2022 and held it in 2 quarters. The position peaked at $1.32M in Q4 2023. 316 funds tracked by Wall St. Rank hold UBSI as of Q1 2024.

  • Lanham O'Dell & Company reported no remaining United Bankshares position as of Q1 2024 after selling out during the quarter.
  • Lanham O'Dell & Company sold 35,038 United Bankshares shares in Q1 2024, an estimated $1.32M.
  • Lanham O'Dell & Company first reported a position in United Bankshares in Q3 2022 and held it in 2 quarters.
  • Lanham O'Dell & Company's United Bankshares position peaked at $1.32M in Q4 2023.
  • 316 funds tracked by Wall St. Rank held United Bankshares as of Q1 2024.

Based on Lanham O'Dell & Company's 13F filing for Q1 2024, filed 15 May 2024.