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O'Dell Group’s United Bankshares UBSI Stock Holding History

O'Dell Group’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
2022
Q4 		– Sell
-376
Closed -$13K – 381
2022
Q3 		$13K Buy
376
+4
+1% +$149 ﹤0.01% 276
2022
Q2 		$13K Buy
372
+3
+0.8% +$105 ﹤0.01% 266
2022
Q1 		$13K Buy
369
+4
+1% +$145 ﹤0.01% 300
2021
Q4 		$13K Buy
365
+3
+0.8% +$110 ﹤0.01% 279
2021
Q3 		$13K Buy
+362
New +$12.7K ﹤0.01% 274

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

O'Dell Group's UBSI Position: Q4 2022 in Review

O'Dell Group sold out of United Bankshares (UBSI) in Q4 2022, closing a stake of 376 shares — an estimated $13K sold.

O'Dell Group first reported a position in UBSI in Q3 2021 and held it in 5 quarters. The position peaked at $13K in Q3 2022. 323 funds tracked by Wall St. Rank hold UBSI as of Q4 2022.

  • O'Dell Group reported no remaining United Bankshares position as of Q4 2022 after selling out during the quarter.
  • O'Dell Group sold 376 United Bankshares shares in Q4 2022, an estimated $13K.
  • O'Dell Group first reported a position in United Bankshares in Q3 2021 and held it in 5 quarters.
  • O'Dell Group's United Bankshares position peaked at $13K in Q3 2022.
  • 323 funds tracked by Wall St. Rank held United Bankshares as of Q4 2022.

Based on O'Dell Group's 13F filing for Q4 2022, filed 14 Feb 2023.