Schroder Investment Management Group
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Schroder Investment Management Group’s United Bankshares UBSI Stock Holding History

Schroder Investment Management 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
Q2 		– Sell
-17,414
Closed -$623K – 1268
2024
Q1 		$623K Buy
17,414
+6,364
+58% +$225K ﹤0.01% 1085
2023
Q4 		$422K Buy
+11,050
New +$351K ﹤0.01% 1108
2013
Q3 		– Sell
-189,238
Closed -$5.01M – 1623
2013
Q2 		$5.01M Buy
+189,238
New +$4.88M 0.01% 751

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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Schroder Investment Management Group's UBSI Position: Q2 2024 in Review

Schroder Investment Management Group sold out of United Bankshares (UBSI) in Q2 2024, closing a stake of 17,414 shares — an estimated $623K sold.

Schroder Investment Management Group first reported a position in UBSI in Q2 2013 and held it in 3 quarters. The position peaked at $5.01M in Q2 2013. 304 funds tracked by Wall St. Rank hold UBSI as of Q2 2024.

  • Schroder Investment Management Group reported no remaining United Bankshares position as of Q2 2024 after selling out during the quarter.
  • Schroder Investment Management Group sold 17,414 United Bankshares shares in Q2 2024, an estimated $623K.
  • Schroder Investment Management Group first reported a position in United Bankshares in Q2 2013 and held it in 3 quarters.
  • Schroder Investment Management Group's United Bankshares position peaked at $5.01M in Q2 2013.
  • 304 funds tracked by Wall St. Rank held United Bankshares as of Q2 2024.

Based on Schroder Investment Management Group's 13F filing for Q2 2024, filed 12 Aug 2024.