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Sargent Investment Group’s United Bankshares UBSI Stock Holding History

Sargent Investment 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
2024
Q4 		– Sell
-7,645
Closed -$284K – 252
2024
Q3 		$284K Hold
7,645
– – 0.05% 172
2024
Q2 		$248K Sell
7,645
-1,000
-12% -$33.1K 0.05% 185
2024
Q1 		$309K Sell
8,645
-1,250
-13% -$44.2K 0.07% 156
2023
Q4 		$372K Hold
9,895
– – 0.08% 143
2023
Q3 		$273K Sell
9,895
-50
-0.5% -$1.51K 0.07% 160
2023
Q2 		$295K Sell
9,945
-350
-3% -$11K 0.07% 151
2023
Q1 		$359K Sell
10,295
-1,000
-9% -$39.2K 0.09% 137
2022
Q4 		$457K Hold
11,295
– – 0.14% 115
2022
Q3 		$430K Sell
11,295
-450
-4% -$16.8K 0.13% 116
2022
Q2 		$412K Buy
11,745
+400
+4% +$14K 0.13% 119
2022
Q1 		$396K Hold
11,345
– – 0.1% 130
2021
Q4 		$412K Sell
11,345
-2,400
-17% -$88.3K 0.09% 133
2021
Q3 		$500K Sell
13,745
-1,045
-7% -$36.5K 0.12% 115
2021
Q2 		$540K Sell
14,790
-12,700
-46% -$499K 0.13% 114
2021
Q1 		$1.06M Sell
27,490
-3,200
-10% -$117K 0.28% 66
2020
Q4 		$994K Sell
30,690
-18,900
-38% -$534K 0.31% 63
2020
Q3 		$1.06M Sell
49,590
-3,430
-6% -$89.3K 0.39% 55
2020
Q2 		$1.41M Buy
53,020
+2,820
+6% +$75.7K 0.53% 41
2020
Q1 		$1.16M Sell
50,200
-23,030
-31% -$723K 0.53% 44
2019
Q4 		$2.83M Sell
73,230
-15,060
-17% -$581K 1.04% 25
2019
Q3 		$3.34M Sell
88,290
-56,150
-39% -$2.08M 1.5% 20
2019
Q2 		$5.36M Sell
144,440
-28,415
-16% -$1.07M 2.45% 10
2019
Q1 		$6.26M Sell
172,855
-2,200
-1% -$79.3K 3.02% 9
2018
Q4 		$5.45M Buy
+175,055
New +$5.91M 3.35% 10

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sargent Investment Group's UBSI Position: Q4 2024 in Review

Sargent Investment Group sold out of United Bankshares (UBSI) in Q4 2024, closing a stake of 7,645 shares — an estimated $284K sold.

Sargent Investment Group first reported a position in UBSI in Q4 2018 and held it in 24 quarters. The position peaked at $6.26M in Q1 2019. 346 funds tracked by Wall St. Rank hold UBSI as of Q4 2024.

  • Sargent Investment Group reported no remaining United Bankshares position as of Q4 2024 after selling out during the quarter.
  • Sargent Investment Group sold 7,645 United Bankshares shares in Q4 2024, an estimated $284K.
  • Sargent Investment Group first reported a position in United Bankshares in Q4 2018 and held it in 24 quarters.
  • Sargent Investment Group's United Bankshares position peaked at $6.26M in Q1 2019.
  • 346 funds tracked by Wall St. Rank held United Bankshares as of Q4 2024.

Based on Sargent Investment Group's 13F filing for Q4 2024, filed 27 Jan 2025.