Lazard Asset Management
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Lazard Asset Management’s United Bankshares UBSI Stock Holding History

Lazard 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
Q4 		– Sell
-46
Closed -$1K – 2548
2024
Q3 		$1K Buy
+46
New +$1.68K ﹤0.01% 2216
2024
Q1 		– Sell
-9,185
Closed -$344K – 2382
2023
Q4 		$344K Buy
+9,185
New +$292K ﹤0.01% 1216
2022
Q2 		– Sell
-26,542
Closed -$925K – 2579
2022
Q1 		$925K Buy
26,542
+25,003
+1,625% +$908K ﹤0.01% 1013
2021
Q4 		$55K Buy
+1,539
New +$56.7K ﹤0.01% 1702
2018
Q3 		– Sell
-3,000
Closed -$109K – 1108
2018
Q2 		$109K Hold
3,000
– – ﹤0.01% 901
2018
Q1 		$105K Buy
+3,000
New +$109K ﹤0.01% 892
2015
Q2 		– Sell
-778,264
Closed -$29.2M – 1182
2015
Q1 		$29.2M Buy
778,264
+38,053
+5% +$1.39M 0.06% 205
2014
Q4 		$27.7M Sell
740,211
-14,863
-2% -$511K 0.06% 213
2014
Q3 		$23.4M Buy
755,074
+38,909
+5% +$1.25M 0.05% 233
2014
Q2 		$23.2M Buy
716,165
+145,839
+26% +$4.44M 0.05% 246
2014
Q1 		$17.5M Buy
+570,326
New +$17.1M 0.04% 276

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lazard Asset Management's UBSI Position: Q4 2024 in Review

Lazard Asset Management sold out of United Bankshares (UBSI) in Q4 2024, closing a stake of 46 shares — an estimated $1K sold.

Lazard Asset Management first reported a position in UBSI in Q1 2014 and held it in 11 quarters. The position peaked at $29.2M in Q1 2015. 346 funds tracked by Wall St. Rank hold UBSI as of Q4 2024.

  • Lazard Asset Management reported no remaining United Bankshares position as of Q4 2024 after selling out during the quarter.
  • Lazard Asset Management sold 46 United Bankshares shares in Q4 2024, an estimated $1K.
  • Lazard Asset Management first reported a position in United Bankshares in Q1 2014 and held it in 11 quarters.
  • Lazard Asset Management's United Bankshares position peaked at $29.2M in Q1 2015.
  • 346 funds tracked by Wall St. Rank held United Bankshares as of Q4 2024.

Based on Lazard Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.