Wellington Shields Capital Management’s United Bankshares UBSI Stock Holding History

Wellington Shields Capital 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
2024 Q1	–	Sell	-3,173	Closed	-$119K	–	315
2023 Q4	$119K	Buy	+3,173	New	+$101K	0.01%	251
2023 Q2	–	Sell	-3,173	Closed	-$112K	–	324
2023 Q1	$112K	Hold	3,173	–	–	0.01%	255
2022 Q4	$128K	Buy	+3,173	New	+$129K	0.02%	246
2022 Q3	–	Sell	-3,173	Closed	-$111K	–	316
2022 Q2	$111K	Hold	3,173	–	–	0.01%	253
2022 Q1	$111K	Buy	+3,173	New	+$115K	0.01%	273

Other funds holding UBSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Wellington Shields Capital Management's UBSI Position: Q1 2024 in Review

Wellington Shields Capital Management sold out of United Bankshares (UBSI) in Q1 2024, closing a stake of 3,173 shares — an estimated $119K sold.

Wellington Shields Capital Management first reported a position in UBSI in Q1 2022 and held it in 5 quarters. The position peaked at $128K in Q4 2022. 315 funds tracked by Wall St. Rank hold UBSI as of Q1 2024.

Wellington Shields Capital Management reported no remaining United Bankshares position as of Q1 2024 after selling out during the quarter.
Wellington Shields Capital Management sold 3,173 United Bankshares shares in Q1 2024, an estimated $119K.
Wellington Shields Capital Management first reported a position in United Bankshares in Q1 2022 and held it in 5 quarters.
Wellington Shields Capital Management's United Bankshares position peaked at $128K in Q4 2022.
315 funds tracked by Wall St. Rank held United Bankshares as of Q1 2024.

Based on Wellington Shields Capital Management's 13F filing for Q1 2024, filed 3 May 2024.