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Ridgewood Investments’s United Bankshares UBSI Stock Holding History

Ridgewood Investments’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
2023
Q2 		– Sell
-144
Closed -$5.08K – 868
2023
Q1 		$5.08K Buy
+144
New +$5.65K ﹤0.01% 594
2020
Q1 		– Sell
-7,544
Closed -$292K – 197
2019
Q4 		$292K Buy
7,544
+1
+0% +$39 0.21% 136
2019
Q3 		$286K Sell
7,543
-390
-5% -$14.4K 0.22% 132
2019
Q2 		$294K Buy
7,933
+938
+13% +$35.2K 0.23% 129
2019
Q1 		$254K Buy
6,995
+830
+13% +$29.9K 0.21% 143
2018
Q4 		$224K Hold
6,165
– – 0.18% 147
2018
Q3 		$224K Hold
6,165
– – 0.18% 148
2018
Q2 		$224K Buy
+6,165
New +$221K 0.2% 139

Other funds holding UBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ridgewood Investments's UBSI Position: Q2 2023 in Review

Ridgewood Investments sold out of United Bankshares (UBSI) in Q2 2023, closing a stake of 144 shares — an estimated $5.08K sold.

Ridgewood Investments first reported a position in UBSI in Q2 2018 and held it in 8 quarters. The position peaked at $294K in Q2 2019. 297 funds tracked by Wall St. Rank hold UBSI as of Q2 2023.

  • Ridgewood Investments reported no remaining United Bankshares position as of Q2 2023 after selling out during the quarter.
  • Ridgewood Investments sold 144 United Bankshares shares in Q2 2023, an estimated $5.08K.
  • Ridgewood Investments first reported a position in United Bankshares in Q2 2018 and held it in 8 quarters.
  • Ridgewood Investments's United Bankshares position peaked at $294K in Q2 2019.
  • 297 funds tracked by Wall St. Rank held United Bankshares as of Q2 2023.

Based on Ridgewood Investments's 13F filing for Q2 2023, filed 7 Aug 2023.