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Wellington Shields & Co’s United Bankshares UBSI Stock Holding History

Wellington Shields & Co’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
2023
Q2 		– Sell
-3,173
Closed -$112K – 301
2023
Q1 		$112K Hold
3,173
– – 0.03% 240
2022
Q4 		$128K Buy
+3,173
New +$129K 0.03% 237
2022
Q3 		– Sell
-3,173
Closed -$111K – 289
2022
Q2 		$111K Buy
+3,173
New +$111K 0.03% 226

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wellington Shields & Co's UBSI Position: Q2 2023 in Review

Wellington Shields & Co sold out of United Bankshares (UBSI) in Q2 2023, closing a stake of 3,173 shares — an estimated $112K sold.

Wellington Shields & Co first reported a position in UBSI in Q2 2022 and held it in 3 quarters. The position peaked at $128K in Q4 2022. 295 funds tracked by Wall St. Rank hold UBSI as of Q2 2023.

  • Wellington Shields & Co reported no remaining United Bankshares position as of Q2 2023 after selling out during the quarter.
  • Wellington Shields & Co sold 3,173 United Bankshares shares in Q2 2023, an estimated $112K.
  • Wellington Shields & Co first reported a position in United Bankshares in Q2 2022 and held it in 3 quarters.
  • Wellington Shields & Co's United Bankshares position peaked at $128K in Q4 2022.
  • 295 funds tracked by Wall St. Rank held United Bankshares as of Q2 2023.

Based on Wellington Shields & Co's 13F filing for Q2 2023, filed 11 Aug 2023.