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TwinBeech Capital’s United Bankshares UBSI Stock Holding History

TwinBeech Capital’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
Q1 		– Sell
-70,695
Closed -$2.65M – 862
2023
Q4 		$2.65M Buy
+70,695
New +$2.25M 0.04% 360
2020
Q4 		– Sell
-21,699
Closed -$466K – 622
2020
Q3 		$466K Buy
+21,699
New +$565K 0.1% 272

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
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

TwinBeech Capital's UBSI Position: Q1 2024 in Review

TwinBeech Capital sold out of United Bankshares (UBSI) in Q1 2024, closing a stake of 70,695 shares — an estimated $2.65M sold.

TwinBeech Capital first reported a position in UBSI in Q3 2020 and held it in 2 quarters. The position peaked at $2.65M in Q4 2023. 316 funds tracked by Wall St. Rank hold UBSI as of Q1 2024.

  • TwinBeech Capital reported no remaining United Bankshares position as of Q1 2024 after selling out during the quarter.
  • TwinBeech Capital sold 70,695 United Bankshares shares in Q1 2024, an estimated $2.65M.
  • TwinBeech Capital first reported a position in United Bankshares in Q3 2020 and held it in 2 quarters.
  • TwinBeech Capital's United Bankshares position peaked at $2.65M in Q4 2023.
  • 316 funds tracked by Wall St. Rank held United Bankshares as of Q1 2024.

Based on TwinBeech Capital's 13F filing for Q1 2024, filed 15 May 2024.