$598 Million is the total value of UNITED BANK's 276 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IRM | New | IRON MOUNTAIN INC | $10,667,000 | – | 340,816 | +100.0% | 1.78% | – |
| ESTC | New | ELASTIC NVforeign stock | $1,795,000 | – | 24,042 | +100.0% | 0.30% | – |
| CAT | New | CATERPILLAR INC. | $981,000 | – | 7,200 | +100.0% | 0.16% | – |
| PNC | New | PNC FINANCIAL SERVICES GROUP | $915,000 | – | 6,669 | +100.0% | 0.15% | – |
| PKI | New | PERKINELMER INC | $617,000 | – | 6,400 | +100.0% | 0.10% | – |
| DD | New | DUPONT DE NEMOURS INC | $526,000 | – | 7,012 | +100.0% | 0.09% | – |
| CMA | New | COMERICA INC | $381,000 | – | 5,247 | +100.0% | 0.06% | – |
| DOW | New | DOW INC | $346,000 | – | 6,995 | +100.0% | 0.06% | – |
| MDU | New | MDU RES GROUP INC | $220,000 | – | 8,538 | +100.0% | 0.04% | – |
| QQQ | New | INVESCO | $222,000 | – | 1,188 | +100.0% | 0.04% | – |
| LMT | New | LOCKHEED MARTIN CORP | $210,000 | – | 579 | +100.0% | 0.04% | – |
| CTVA | New | CORTEVA INC | $207,000 | – | 7,012 | +100.0% | 0.04% | – |
| TROW | New | T ROWE PRICE GROUP INC | $202,000 | – | 1,839 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-08-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 42 | Q3 2023 | 16.1% |
| MICROSOFT CORP | 42 | Q3 2023 | 6.2% |
| ABBOTT LABORATORIES | 42 | Q3 2023 | 5.5% |
| CHEVRON CORPORATION | 42 | Q3 2023 | 5.8% |
| CISCO SYSTEMS INC | 42 | Q3 2023 | 5.2% |
| MCDONALDS CORP | 42 | Q3 2023 | 4.9% |
| PROCTOR & GAMBLE CO | 42 | Q3 2023 | 8.0% |
| AT&T INC | 42 | Q3 2023 | 6.3% |
| UNITED PARCEL SERVICE INC | 42 | Q3 2023 | 5.4% |
| EXXON MOBIL CORP | 42 | Q3 2023 | 5.3% |
View UNITED BANK's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-05-01 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-11 |
View UNITED BANK's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.