UBSI β€” UNITED BANKSHARES INC WEST V

Ownership history in INCEPTIONR LLC  Β·  5 quarters on record

This page tracks every 13F SEC filing in which INCEPTIONR LLC reported a position in UNITED BANKSHARES INC WEST V (UBSI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.22% (2023 Q4)
πŸ“Š Avg. % of fund
0.13%
πŸ“… First filed
2023 Q4
πŸ“… Last filed
2025 Q3
⏱ Quarters held
5

Position Intelligence

INCEPTIONR LLC Γ— UBSI AI Analytics

πŸ“‰ INCEPTIONR LLC underperformed the S&P 500 by –3.1% annually on this UBSI position. Timing score: 100% (3/3 decisions correct). Average cost basis: $31.94. Maximum drawdown during holding period: –0.9%.

πŸ“ˆ Position Alpha vs SPY
-3.1%
annualised excess return

⚠️ Trailed SPY by 3.1% ann. on this position.
3 quarters analyzed

⏱️ Timing Score
100%

🎯 Smart timing β€” consistently buying dips and trimming near peaks.
3 of 3 add/trim decisions correct

πŸ’° Entry Quality
$31.94
+14.3% vs current ($36.50)

Best entry: $30.26 (2024 Q2)  Β·  Worst: $36.50 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–0.9%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
80%
buy-side decisions

4 adds Β· 1 trim. Bought during 1 of 1 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.11% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    UBSI price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 11,948 +957 +8.7% 0.11% $445K $36.50
2025 Q2 ADDED 10,991 +2,566 +30.5% 0.09% $400K $35.38
2024 Q4 REDUCED 8,425 -7,734 -47.9% 0.07% $316K $35.71
2024 Q2 ADDED 16,159 +7,872 +95.0% 0.15% $524K $30.26
2023 Q4 INITIATED 8,287 β€” β€” 0.22% $311K β€”

🏒 Other funds also holding UBSI

As of 2025 Q4 β€” sorted by position size

Nicholson Wealth Management Group, LLC 1.72% MALTESE CAPITAL MANAGEMENT LLC 3Y 7Y 0.97% DOVER ADVISORS, LLC 3Y 0.71% NTV ASSET MANAGEMENT LLC 3Y 7Y 0.7% EARNEST PARTNERS LLC 3Y 7Y 0.7% Verity Asset Management, Inc. 3Y 7Y 0.51% SILVERCREST ASSET MANAGEMENT GROUP LLC 3Y 7Y 0.49% 1834 INVESTMENT ADVISORS CO 3Y 7Y 0.46% SYSTEMATIC FINANCIAL MANAGEMENT LP 3Y 7Y 0.39% BASSWOOD CAPITAL MANAGEMENT, L.L.C. 3Y 7Y 0.36%
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