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Sugarloaf Wealth Management’s United Bankshares UBSI Stock Holding History

Sugarloaf Wealth Management’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
2020
Q4 		– Sell
-1,816
Closed -$39K – 756
2020
Q3 		$39K Buy
1,816
+23
+1% +$599 0.01% 261
2020
Q2 		$50K Buy
+1,793
New +$48.1K 0.02% 236

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Sugarloaf Wealth Management's UBSI Position: Q4 2020 in Review

Sugarloaf Wealth Management sold out of United Bankshares (UBSI) in Q4 2020, closing a stake of 1,816 shares — an estimated $39K sold.

Sugarloaf Wealth Management first reported a position in UBSI in Q2 2020 and held it in 2 quarters. The position peaked at $50K in Q2 2020. 271 funds tracked by Wall St. Rank hold UBSI as of Q4 2020.

  • Sugarloaf Wealth Management reported no remaining United Bankshares position as of Q4 2020 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 1,816 United Bankshares shares in Q4 2020, an estimated $39K.
  • Sugarloaf Wealth Management first reported a position in United Bankshares in Q2 2020 and held it in 2 quarters.
  • Sugarloaf Wealth Management's United Bankshares position peaked at $50K in Q2 2020.
  • 271 funds tracked by Wall St. Rank held United Bankshares as of Q4 2020.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2020, filed 3 Feb 2021.