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Sageworth Trust Company of South Dakota’s United Bankshares UBSI Stock Holding History

Sageworth Trust Company of South Dakota’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
Q3 		– Sell
-73
Closed -$3K – 620
2022
Q2 		$3K Hold
73
– – 0.01% 325
2022
Q1 		$3K Sell
73
-326
-82% -$11.8K 0.01% 367
2021
Q4 		$14K Buy
+399
New +$14.7K 0.02% 303

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Dimensional Fund Advisors
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SAM
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EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

Sageworth Trust Company of South Dakota's UBSI Position: Q3 2022 in Review

Sageworth Trust Company of South Dakota sold out of United Bankshares (UBSI) in Q3 2022, closing a stake of 73 shares — an estimated $3K sold.

Sageworth Trust Company of South Dakota first reported a position in UBSI in Q4 2021 and held it in 3 quarters. The position peaked at $14K in Q4 2021. 314 funds tracked by Wall St. Rank hold UBSI as of Q3 2022.

  • Sageworth Trust Company of South Dakota reported no remaining United Bankshares position as of Q3 2022 after selling out during the quarter.
  • Sageworth Trust Company of South Dakota sold 73 United Bankshares shares in Q3 2022, an estimated $3K.
  • Sageworth Trust Company of South Dakota first reported a position in United Bankshares in Q4 2021 and held it in 3 quarters.
  • Sageworth Trust Company of South Dakota's United Bankshares position peaked at $14K in Q4 2021.
  • 314 funds tracked by Wall St. Rank held United Bankshares as of Q3 2022.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q3 2022, filed 2 Nov 2022.