LMR Partners’s United Bankshares UBSI Stock Holding History

LMR Partners’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	-7,471	Closed	-$277K	–	1616
2024 Q3	$277K	Buy	+7,471	New	+$273K	﹤0.01%	926

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

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

LMR Partners's UBSI Position: Q4 2024 in Review

LMR Partners sold out of United Bankshares (UBSI) in Q4 2024, closing a stake of 7,471 shares — an estimated $277K sold.

LMR Partners first reported a position in UBSI in Q3 2024 and held it in 1 quarter. The position peaked at $277K in Q3 2024. 346 funds tracked by Wall St. Rank hold UBSI as of Q4 2024.

LMR Partners reported no remaining United Bankshares position as of Q4 2024 after selling out during the quarter.
LMR Partners sold 7,471 United Bankshares shares in Q4 2024, an estimated $277K.
LMR Partners first reported a position in United Bankshares in Q3 2024 and held it in 1 quarter.
LMR Partners's United Bankshares position peaked at $277K in Q3 2024.
346 funds tracked by Wall St. Rank held United Bankshares as of Q4 2024.

Based on LMR Partners's 13F filing for Q4 2024, filed 14 Feb 2025.