Raymond James & Associates’s United Bankshares UBSI Stock Holding History

Raymond James & Associates’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
2019 Q2	–	Sell	-12,900	Closed	-$3K	–	3753
2019 Q1	$3K	Buy	+12,900	New	+$465K	﹤0.01%	3598
2018 Q4	–	Sell	-12,500	Closed	-$17K	–	3694
2018 Q3	$17K	Buy	+12,500	New	+$474K	﹤0.01%	3550
2018 Q1	–	Sell	-10,300	Closed	-$3K	–	3591
2017 Q4	$3K	Buy	+10,300	New	+$371K	﹤0.01%	3404

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

Raymond James & Associates's UBSI Position: Q3 2024 in Review

Raymond James & Associates reduced its United Bankshares (UBSI) stake by 1% in Q3 2024, selling an estimated $39.4K and leaving 102,025 shares worth $3.79M. The position accounts for ﹤0.01% of the portfolio, ranked #1846.

Raymond James & Associates first reported a position in UBSI in Q2 2014 and has held it in 41 quarters since. The position peaked at $12M in Q3 2021. 335 funds tracked by Wall St. Rank hold UBSI as of Q3 2024.

Raymond James & Associates held 102,025 shares of United Bankshares worth $3.79M as of Q3 2024.
Raymond James & Associates sold 1,080 United Bankshares shares in Q3 2024, an estimated $39.4K.
United Bankshares made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #1846 holding.
Raymond James & Associates first reported a position in United Bankshares in Q2 2014 and has held it in 41 quarters since.
Raymond James & Associates's United Bankshares position peaked at $12M in Q3 2021.
335 funds tracked by Wall St. Rank held United Bankshares as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.