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Sageworth Trust’s United Bankshares UBSI Stock Holding History

Sageworth Trust’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
Q1 		– Sell
-121
Closed -$4K – 750
2021
Q4 		$4K Sell
121
-404
-77% -$14.9K ﹤0.01% 472
2021
Q3 		$19K Hold
525
– – ﹤0.01% 383
2021
Q2 		$19K Buy
+525
New +$20.6K ﹤0.01% 410

Other funds holding UBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $481B AUM 30.42% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sageworth Trust's UBSI Position: Q1 2022 in Review

Sageworth Trust sold out of United Bankshares (UBSI) in Q1 2022, closing a stake of 121 shares — an estimated $4K sold.

Sageworth Trust first reported a position in UBSI in Q2 2021 and held it in 3 quarters. The position peaked at $19K in Q3 2021. 305 funds tracked by Wall St. Rank hold UBSI as of Q1 2022.

  • Sageworth Trust reported no remaining United Bankshares position as of Q1 2022 after selling out during the quarter.
  • Sageworth Trust sold 121 United Bankshares shares in Q1 2022, an estimated $4K.
  • Sageworth Trust first reported a position in United Bankshares in Q2 2021 and held it in 3 quarters.
  • Sageworth Trust's United Bankshares position peaked at $19K in Q3 2021.
  • 305 funds tracked by Wall St. Rank held United Bankshares as of Q1 2022.

Based on Sageworth Trust's 13F filing for Q1 2022, filed 6 May 2022.