VNIM
Vaughan Nelson Investment Management’s United Bankshares UBSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,612,170
| Closed | -$60.5M | – | 232 |
|
|
2024
Q4 | $60.5M | Buy |
1,612,170
+54,089
| +3% | +$2.03M | 0.56% | 61 |
|
|
2024
Q3 | $57.8M | Buy |
1,558,081
+223,150
| +17% | +$8.28M | 0.51% | 68 |
|
|
2024
Q2 | $43.3M | Buy |
1,334,931
+23,640
| +2% | +$767K | 0.4% | 83 |
|
|
2024
Q1 | $46.9M | Buy |
1,311,291
+169,200
| +15% | +$6.06M | 0.41% | 80 |
|
|
2023
Q4 | $42.9M | Buy |
1,142,091
+581,870
| +104% | +$21.8M | 0.43% | 74 |
|
|
2023
Q3 | $15.5M | Buy |
560,221
+388,730
| +227% | +$10.7M | 0.17% | 134 |
|
|
2023
Q2 | $5.09M | Sell |
171,491
-145,689
| -46% | -$4.32M | 0.06% | 152 |
|
|
2023
Q1 | $11.2M | Sell |
317,180
-232,520
| -42% | -$8.18M | 0.14% | 128 |
|
|
2022
Q4 | $22.3M | Sell |
549,700
-86,425
| -14% | -$3.5M | 0.29% | 105 |
|
|
2022
Q3 | $22.7M | Buy |
636,125
+57,850
| +10% | +$2.07M | 0.33% | 93 |
|
|
2022
Q2 | $20.3M | Sell |
578,275
-59,420
| -9% | -$2.08M | 0.27% | 108 |
|
|
2022
Q1 | $22.2M | Sell |
637,695
-117,630
| -16% | -$4.1M | 0.25% | 106 |
|
|
2021
Q4 | $27.4M | Sell |
755,325
-158,790
| -17% | -$5.76M | 0.28% | 108 |
|
|
2021
Q3 | $33.3M | Buy |
+914,115
| New | +$33.3M | 0.34% | 94 |
|