$577 Million is the total value of UNITED BANK's 273 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 19.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UBSI | Sell | UNITED BANKSHARES INC | $41,693,000 | +1.2% | 1,078,457 | -0.9% | 7.22% | -4.1% |
| IJR | Sell | ISHARES | $41,383,000 | +7.0% | 493,530 | -0.7% | 7.17% | +1.4% |
| AAPL | Sell | APPLE INC | $23,026,000 | +24.4% | 78,417 | -5.1% | 3.99% | +17.9% |
| MSFT | Sell | MICROSOFT | $21,689,000 | +9.4% | 137,533 | -3.5% | 3.76% | +3.7% |
| CVX | Sell | CHEVRON CORPORATION | $15,129,000 | -2.4% | 125,537 | -4.0% | 2.62% | -7.5% |
| PG | Sell | PROCTER & GAMBLE CO | $14,530,000 | -2.6% | 116,333 | -3.0% | 2.52% | -7.7% |
| AMGN | Sell | AMGEN INC | $14,362,000 | +21.9% | 59,578 | -2.2% | 2.49% | +15.5% |
| ABT | Sell | ABBOTT LABORATORIES | $14,344,000 | +1.2% | 165,139 | -2.5% | 2.48% | -4.1% |
| MRK | Sell | MERCK & CO INC | $14,029,000 | +5.4% | 154,237 | -2.4% | 2.43% | -0.1% |
| JNJ | Sell | JOHNSON & JOHNSON | $13,454,000 | +12.1% | 92,226 | -0.6% | 2.33% | +6.3% |
| UNP | Sell | UNION PACIFIC | $13,167,000 | +10.5% | 72,829 | -1.0% | 2.28% | +4.7% |
| D | Sell | DOMINION ENERGY INC. | $12,109,000 | +1.8% | 146,205 | -0.4% | 2.10% | -3.5% |
| DOV | Sell | DOVER CORP | $12,073,000 | +5.2% | 104,745 | -9.1% | 2.09% | -0.3% |
| WM | Sell | WASTE MANAGEMENT INC | $12,034,000 | -3.1% | 105,592 | -2.2% | 2.08% | -8.1% |
| EMR | Sell | EMERSON ELECTRIC CO | $10,973,000 | +10.3% | 143,887 | -3.3% | 1.90% | +4.6% |
| CLX | Sell | CLOROX CO | $9,948,000 | -7.5% | 64,790 | -8.5% | 1.72% | -12.3% |
| SDY | Sell | SPDR | $3,954,000 | -11.0% | 36,753 | -15.2% | 0.68% | -15.7% |
| DON | Sell | WISDOMTREE | $3,949,000 | -10.3% | 103,803 | -14.4% | 0.68% | -15.0% |
| PFE | Sell | PFIZER INC | $3,530,000 | +7.3% | 90,114 | -1.6% | 0.61% | +1.8% |
| ABBV | Sell | ABBVIE INC | $3,024,000 | +16.8% | 34,158 | -0.1% | 0.52% | +10.8% |
| SPY | Sell | SPDR | $2,774,000 | +7.2% | 8,619 | -1.1% | 0.48% | +1.7% |
| EEM | Sell | ISHARES | $2,124,000 | +5.7% | 47,321 | -3.7% | 0.37% | +0.3% |
| MMM | Sell | 3M CO | $2,103,000 | -12.0% | 11,923 | -18.0% | 0.36% | -16.7% |
| DIS | Sell | WALT DISNEY CO | $1,805,000 | +8.7% | 12,481 | -2.0% | 0.31% | +3.3% |
| ESTC | Sell | ELASTIC NVforeign stock | $1,534,000 | -22.5% | 23,855 | -0.8% | 0.27% | -26.5% |
| APD | Sell | AIR PRODS & CHEMS INC | $1,167,000 | -2.9% | 4,967 | -8.3% | 0.20% | -8.2% |
| AMZN | Sell | AMAZON.COM INC | $1,055,000 | +2.9% | 571 | -3.4% | 0.18% | -2.1% |
| IWF | Sell | ISHARES | $1,032,000 | -3.5% | 5,866 | -12.4% | 0.18% | -8.2% |
| PM | Sell | PHILIP MORRIS INTL INC | $924,000 | +7.2% | 10,849 | -4.4% | 0.16% | +1.3% |
| UPS | Sell | UNITED PARCEL SERVICE INC | $870,000 | -8.1% | 7,433 | -5.9% | 0.15% | -12.7% |
| GOOGL | Sell | ALPHABET INC | $658,000 | -2.2% | 491 | -10.9% | 0.11% | -7.3% |
| V | Sell | VISA INC | $644,000 | +4.5% | 3,430 | -4.2% | 0.11% | -0.9% |
| VB | Sell | VANGUARD | $639,000 | -1.8% | 3,857 | -8.8% | 0.11% | -6.7% |
| DLS | Sell | WISDOMTREE | $625,000 | -4.7% | 8,796 | -14.8% | 0.11% | -10.0% |
| IWM | Sell | ISHARES | $537,000 | -30.8% | 3,241 | -36.8% | 0.09% | -34.5% |
| GE | Sell | GENERAL ELECTRIC CO | $480,000 | +23.7% | 43,027 | -0.9% | 0.08% | +16.9% |
| IBM | Sell | IBM CORP | $476,000 | -10.5% | 3,556 | -2.7% | 0.08% | -15.5% |
| PRU | Sell | PRUDENTIAL FINANCIAL INC | $428,000 | -19.9% | 4,569 | -23.0% | 0.07% | -24.5% |
| OC | Sell | OWENS CORNING INC | $345,000 | -25.2% | 5,293 | -27.4% | 0.06% | -28.6% |
| DD | Sell | DUPONT DE NEMOURS INC | $325,000 | -38.3% | 5,064 | -31.6% | 0.06% | -41.7% |
| HFC | Sell | HOLLYFRONTIER CORP | $300,000 | -21.5% | 5,924 | -16.8% | 0.05% | -25.7% |
| TXN | Sell | TEXAS INSTRUMENTS INC | $277,000 | -8.6% | 2,161 | -7.9% | 0.05% | -12.7% |
| DOW | Sell | DOW INC | $275,000 | -21.9% | 5,047 | -31.6% | 0.05% | -25.0% |
| LOW | Sell | LOWE'S COMPANIES INC | $228,000 | +6.5% | 1,900 | -2.6% | 0.04% | 0.0% |
| TRV | Sell | TRAVELERS COMPANIES INC | $208,000 | -11.1% | 1,519 | -3.6% | 0.04% | -16.3% |
| CTVA | Exit | CORTEVA INC | $0 | – | -7,399 | -100.0% | -0.04% | – |
| XLNX | Exit | XILINX INC | $0 | – | -2,216 | -100.0% | -0.04% | – |
| TIP | Exit | ISHARES | $0 | – | -1,978 | -100.0% | -0.04% | – |
| FTS | Exit | FORTIS INC.foreign stock | $0 | – | -5,621 | -100.0% | -0.04% | – |
| MMYT | Exit | MAKEMYTRIP, LTD.foreign stock | $0 | – | -12,444 | -100.0% | -0.05% | – |
| NRP | Exit | NATURAL RESOURCE PARTNERS LPpartnerships | $0 | – | -32,188 | -100.0% | -0.15% | – |
| MUB | Exit | ISHARES | $0 | – | -7,402 | -100.0% | -0.15% | – |
| EPI | Exit | WISDOMTREE | $0 | – | -45,929 | -100.0% | -0.20% | – |
| BBT | Exit | BB&T CORP | $0 | – | -55,401 | -100.0% | -0.54% | – |
| BIL | Exit | SPDR | $0 | – | -82,670 | -100.0% | -1.38% | – |
| AFL | Exit | AFLAC INC | $0 | – | -200,766 | -100.0% | -1.92% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-14
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.