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Summit Securities Group’s United Bankshares UBSI Stock Holding History

Summit Securities 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
Q3 		– Sell
-1
Closed – – 874
2024
Q2 		$0 Buy
+1
New +$33 ﹤0.01% 803
2015
Q4 		– Sell
-79
Closed -$3K – 447
2015
Q3 		$3K Buy
+79
New +$3.1K ﹤0.01% 300
2014
Q1 		– Sell
-168
Closed -$5K – 585
2013
Q4 		$5K Buy
+168
New +$5.14K ﹤0.01% 390

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Summit Securities Group's UBSI Position: Q3 2024 in Review

Summit Securities Group sold out of United Bankshares (UBSI) in Q3 2024, closing a stake of 1 share.

Summit Securities Group first reported a position in UBSI in Q4 2013 and held it in 3 quarters. The position peaked at $5K in Q4 2013. 335 funds tracked by Wall St. Rank hold UBSI as of Q3 2024.

  • Summit Securities Group reported no remaining United Bankshares position as of Q3 2024 after selling out during the quarter.
  • Summit Securities Group sold 1 United Bankshares share in Q3 2024.
  • Summit Securities Group first reported a position in United Bankshares in Q4 2013 and held it in 3 quarters.
  • Summit Securities Group's United Bankshares position peaked at $5K in Q4 2013.
  • 335 funds tracked by Wall St. Rank held United Bankshares as of Q3 2024.

Based on Summit Securities Group's 13F filing for Q3 2024, filed 7 Nov 2024.