Smith Graham & Co Investment Advisors’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $3.9M | Sell |
103,907
-616
| -0.6% | -$19.6K | 0.45% | 106 |
|
|
2023
Q3 | $2.88M | Sell |
104,523
-984
| -0.9% | -$29.6K | 0.36% | 128 |
|
|
2023
Q2 | $3.13M | Sell |
105,507
-4,708
| -4% | -$148K | 0.38% | 122 |
|
|
2023
Q1 | $3.88M | Sell |
110,215
-347
| -0.3% | -$13.6K | 0.47% | 101 |
|
|
2022
Q4 | $4.48M | Sell |
110,562
-368
| -0.3% | -$14.9K | 0.55% | 87 |
|
|
2022
Q3 | $3.97M | Sell |
110,930
-155
| -0.1% | -$5.78K | 0.53% | 88 |
|
|
2022
Q2 | $3.9M | Sell |
111,085
-1,136
| -1% | -$39.9K | 0.48% | 102 |
|
|
2022
Q1 | $3.91M | Sell |
112,221
-765
| -0.7% | -$27.8K | 0.41% | 118 |
|
|
2021
Q4 | $4.1M | Sell |
112,986
-9,267
| -8% | -$341K | 0.41% | 115 |
|
|
2021
Q3 | $4.45M | Sell |
122,253
-10,518
| -8% | -$368K | 0.45% | 100 |
|
|
2021
Q2 | $4.85M | Sell |
132,771
-16,874
| -11% | -$663K | 0.43% | 102 |
|
|
2021
Q1 | $5.77M | Sell |
149,645
-6,575
| -4% | -$241K | 0.47% | 96 |
|
|
2020
Q4 | $5.06M | Sell |
156,220
-2,920
| -2% | -$82.5K | 0.47% | 95 |
|
|
2020
Q3 | $3.42M | Sell |
159,140
-2,428
| -2% | -$63.2K | 0.39% | 115 |
|
|
2020
Q2 | $4.47M | Buy |
161,568
+7,733
| +5% | +$208K | 0.54% | 84 |
|
|
2020
Q1 | $3.55M | Sell |
153,835
-290
| -0.2% | -$9.11K | 0.55% | 85 |
|
|
2019
Q4 | $5.96M | Sell |
154,125
-4,120
| -3% | -$159K | 0.58% | 92 |
|
|
2019
Q3 | $5.99M | Buy |
158,245
+860
| +0.5% | +$31.9K | 0.64% | 78 |
|
|
2019
Q2 | $5.84M | Sell |
157,385
-380
| -0.2% | -$14.3K | 0.63% | 79 |
|
|
2019
Q1 | $5.72M | Sell |
157,765
-1,720
| -1% | -$62K | 0.63% | 85 |
|
|
2018
Q4 | $4.96M | Sell |
159,485
-8,380
| -5% | -$283K | 0.61% | 89 |
|
|
2018
Q3 | $6.1M | Sell |
167,865
-3,660
| -2% | -$139K | 0.58% | 97 |
|
|
2018
Q2 | $6.24M | Sell |
171,525
-570
| -0.3% | -$20.4K | 0.59% | 97 |
|
|
2018
Q1 | $6.07M | Sell |
172,095
-3,440
| -2% | -$124K | 0.58% | 102 |
|
|
2017
Q4 | $6.1M | Buy |
175,535
+3,390
| +2% | +$122K | 0.57% | 97 |
|
|
2017
Q3 | $6.39M | Sell |
172,145
-1,750
| -1% | -$61.6K | 0.67% | 68 |
|
|
2017
Q2 | $6.82M | Sell |
173,895
-9,420
| -5% | -$374K | 0.74% | 59 |
|
|
2017
Q1 | $7.75M | Sell |
183,315
-3,390
| -2% | -$149K | 0.83% | 52 |
|
|
2016
Q4 | $8.63M | Buy |
186,705
+17,930
| +11% | +$761K | 0.93% | 40 |
|
|
2016
Q3 | $6.36M | Buy |
168,775
+4,880
| +3% | +$187K | 0.81% | 48 |
|
|
2016
Q2 | $6.15M | Sell |
163,895
-10,530
| -6% | -$397K | 0.85% | 38 |
|
|
2016
Q1 | $6.4M | Buy |
174,425
+6,190
| +4% | +$217K | 0.84% | 43 |
|
|
2015
Q4 | $6.22M | Sell |
168,235
-4,820
| -3% | -$191K | 0.88% | 41 |
|
|
2015
Q3 | $6.57M | Sell |
173,055
-550
| -0.3% | -$21.6K | 0.96% | 31 |
|
|
2015
Q2 | $6.98M | Sell |
173,605
-1,960
| -1% | -$74.9K | 0.94% | 37 |
|
|
2015
Q1 | $6.6M | Sell |
175,565
-210
| -0.1% | -$7.67K | 0.89% | 42 |
|
|
2014
Q4 | $6.58M | Sell |
175,775
-10,860
| -6% | -$373K | 0.94% | 43 |
|
|
2014
Q3 | $5.77M | Sell |
186,635
-5,140
| -3% | -$166K | 0.85% | 55 |
|
|
2014
Q2 | $6.2M | Sell |
191,775
-7,650
| -4% | -$233K | 0.86% | 54 |
|
|
2014
Q1 | $6.11M | Sell |
199,425
-13,750
| -6% | -$412K | 0.88% | 51 |
|
|
2013
Q4 | $6.7M | Sell |
213,175
-170
| -0.1% | -$5.2K | 0.95% | 51 |
|
|
2013
Q3 | $6.18M | Sell |
213,345
-2,050
| -1% | -$58.3K | 0.89% | 44 |
|
|
2013
Q2 | $5.7M | Buy |
+215,395
| New | +$5.55M | 0.88% | 45 |
|
Other funds holding UBSI
SAM
Smith Graham & Co Investment Advisors's UBSI Position: Q4 2023 in Review
Smith Graham & Co Investment Advisors reduced its United Bankshares (UBSI) stake by 0.59% in Q4 2023, selling an estimated $19.6K and leaving 103,907 shares worth $3.9M. The position accounts for 0.45% of the portfolio, ranked #106.
Smith Graham & Co Investment Advisors first reported a position in UBSI in Q2 2013 and has held it in 43 quarters since. The position peaked at $8.63M in Q4 2016. 309 funds tracked by Wall St. Rank hold UBSI as of Q4 2023.
- Smith Graham & Co Investment Advisors held 103,907 shares of United Bankshares worth $3.9M as of Q4 2023.
- Smith Graham & Co Investment Advisors sold 616 United Bankshares shares in Q4 2023, an estimated $19.6K.
- United Bankshares made up 0.45% of Smith Graham & Co Investment Advisors's portfolio in Q4 2023, its #106 holding.
- Smith Graham & Co Investment Advisors first reported a position in United Bankshares in Q2 2013 and has held it in 43 quarters since.
- Smith Graham & Co Investment Advisors's United Bankshares position peaked at $8.63M in Q4 2016.
- 309 funds tracked by Wall St. Rank held United Bankshares as of Q4 2023.
Based on Smith Graham & Co Investment Advisors's 13F filing for Q4 2023, filed 29 Jan 2024.