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Occudo Quantitative Strategies’s United Bankshares UBSI Stock Holding History

Occudo Quantitative Strategies’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
Q3 		– Sell
-13,490
Closed -$438K – 1025
2024
Q2 		$438K Buy
+13,490
New +$446K 0.08% 330
2022
Q2 		– Sell
-44,955
Closed -$1.57M – 1387
2022
Q1 		$1.57M Sell
44,955
-239
-0.5% -$8.68K 0.13% 247
2021
Q4 		$1.64M Buy
45,194
+22,758
+101% +$838K 0.15% 199
2021
Q3 		$816K Buy
+22,436
New +$784K 0.1% 368

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Occudo Quantitative Strategies's UBSI Position: Q3 2024 in Review

Occudo Quantitative Strategies sold out of United Bankshares (UBSI) in Q3 2024, closing a stake of 13,490 shares — an estimated $438K sold.

Occudo Quantitative Strategies first reported a position in UBSI in Q3 2021 and held it in 4 quarters. The position peaked at $1.64M in Q4 2021. 335 funds tracked by Wall St. Rank hold UBSI as of Q3 2024.

  • Occudo Quantitative Strategies reported no remaining United Bankshares position as of Q3 2024 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 13,490 United Bankshares shares in Q3 2024, an estimated $438K.
  • Occudo Quantitative Strategies first reported a position in United Bankshares in Q3 2021 and held it in 4 quarters.
  • Occudo Quantitative Strategies's United Bankshares position peaked at $1.64M in Q4 2021.
  • 335 funds tracked by Wall St. Rank held United Bankshares as of Q3 2024.

Based on Occudo Quantitative Strategies's 13F filing for Q3 2024, filed 14 Nov 2024.