$728 Million is the total value of UNITED BANK's 311 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTRS | Exit | VIATRIS INC | $0 | – | -10,195 | -100.0% | -0.03% | – |
| LIN | Exit | LINDE PLCforeign stock | $0 | – | -789 | -100.0% | -0.03% | – |
| DVYE | Exit | ISHARES | $0 | – | -7,194 | -100.0% | -0.04% | – |
| QUAL | Exit | ISHARES | $0 | – | -2,366 | -100.0% | -0.04% | – |
| SDY | Exit | SPDR | $0 | – | -3,203 | -100.0% | -0.05% | – |
| RDSA | Exit | ROYAL DUTCH SHELL PLCforeign stock | $0 | – | -9,745 | -100.0% | -0.05% | – |
| LDOS | Exit | LEIDOS HOLDINGS INC | $0 | – | -4,244 | -100.0% | -0.07% | – |
| CHCO | Exit | CITY HOLDING CO | $0 | – | -6,567 | -100.0% | -0.07% | – |
| OSB | Exit | NORBORD INCforeign stock | $0 | – | -12,721 | -100.0% | -0.08% | – |
| SHV | Exit | ISHARES | $0 | – | -6,567 | -100.0% | -0.11% | – |
| SNV | Exit | SYNOVUS FINANCIAL CORP | $0 | – | -40,332 | -100.0% | -0.20% | – |
| IEI | Exit | ISHARES | $0 | – | -12,069 | -100.0% | -0.24% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-23
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.