$573 Million is the total value of UNITED BANK's 271 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SHV | New | ISHARES | $727,000 | – | 6,567 | +100.0% | 0.13% | – |
| IEFA | New | ISHARES | $296,000 | – | 4,918 | +100.0% | 0.05% | – |
| CRM | New | SALESFORCE.COM INC | $261,000 | – | 1,040 | +100.0% | 0.05% | – |
| CARR | New | CARRIER GLOBAL CORP | $257,000 | – | 8,406 | +100.0% | 0.04% | – |
| DE | New | DEERE & CO | $260,000 | – | 1,172 | +100.0% | 0.04% | – |
| PFF | New | ISHARES | $219,000 | – | 6,000 | +100.0% | 0.04% | – |
| DVY | New | ISHARES | $200,000 | – | 2,459 | +100.0% | 0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-12-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 45 | Q2 2024 | 16.1% |
| MICROSOFT CORP | 45 | Q2 2024 | 6.2% |
| ABBOTT LABORATORIES | 45 | Q2 2024 | 5.5% |
| CHEVRON CORPORATION | 45 | Q2 2024 | 5.8% |
| CISCO SYSTEMS INC | 45 | Q2 2024 | 5.2% |
| MCDONALDS CORP | 45 | Q2 2024 | 4.9% |
| PROCTOR & GAMBLE CO | 45 | Q2 2024 | 8.0% |
| AT&T INC | 45 | Q2 2024 | 6.3% |
| UNITED PARCEL SERVICE INC | 45 | Q2 2024 | 5.4% |
| EXXON MOBIL CORP | 45 | Q2 2024 | 5.3% |
View UNITED BANK's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-14 |
| 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 |
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.