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Macroview Investment Management’s United Bankshares UBSI Stock Holding History

Macroview Investment 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
-151
Closed -$5.6K – 513
2024
Q3 		$5.6K Hold
151
– – 0.01% 354
2024
Q2 		$4.9K Hold
151
– – 0.01% 380
2024
Q1 		$5.4K Hold
151
– – 0.01% 391
2023
Q4 		$5.67K Buy
151
+2
+1% +$64 0.01% 387
2023
Q3 		$4.11K Hold
149
– – 0.01% 472
2023
Q2 		$4.43K Hold
149
– – 0.01% 362
2023
Q1 		$5.26K Hold
149
– – 0.01% 315
2022
Q4 		$6.05K Hold
149
– – 0.01% 299
2022
Q3 		$5K Hold
149
– – 0.01% 293
2022
Q2 		$5K Hold
149
– – 0.01% 319
2022
Q1 		$5K Hold
149
– – 0.01% 316
2021
Q4 		$5K Hold
149
– – 0.01% 286
2021
Q3 		$5K Hold
149
– – 0.01% 284
2021
Q2 		$5K Hold
149
– – 0.01% 245
2021
Q1 		$6K Hold
149
– – 0.01% 190
2020
Q4 		$5K Hold
149
– – 0.01% 190
2020
Q3 		$3K Hold
149
– – 0.01% 248
2020
Q2 		$4K Hold
149
– – 0.01% 167
2020
Q1 		$3K Hold
149
– – 0.01% 194
2019
Q4 		$6K Hold
149
– – 0.01% 160
2019
Q3 		$6K Hold
149
– – 0.01% 161
2019
Q2 		$6K Hold
149
– – 0.02% 162
2019
Q1 		$5K Hold
149
– – 0.01% 183
2018
Q4 		$5K Hold
149
– – 0.02% 161
2018
Q3 		$5K Hold
149
– – 0.02% 159
2018
Q2 		$5K Hold
149
– – 0.02% 157
2018
Q1 		$5K Buy
+149
New +$5.39K 0.02% 143

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Macroview Investment Management's UBSI Position: Q4 2024 in Review

Macroview Investment Management sold out of United Bankshares (UBSI) in Q4 2024, closing a stake of 151 shares — an estimated $5.6K sold.

Macroview Investment Management first reported a position in UBSI in Q1 2018 and held it in 27 quarters. The position peaked at $6.05K in Q4 2022. 346 funds tracked by Wall St. Rank hold UBSI as of Q4 2024.

  • Macroview Investment Management reported no remaining United Bankshares position as of Q4 2024 after selling out during the quarter.
  • Macroview Investment Management sold 151 United Bankshares shares in Q4 2024, an estimated $5.6K.
  • Macroview Investment Management first reported a position in United Bankshares in Q1 2018 and held it in 27 quarters.
  • Macroview Investment Management's United Bankshares position peaked at $6.05K in Q4 2022.
  • 346 funds tracked by Wall St. Rank held United Bankshares as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.