$747 Million is the total value of UNITED BANK's 304 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
DGX | New | QUEST DIAGNOSTICS INC | $10,027,000 | – | 68,998 | +100.0% | 1.34% | – |
VIAC | New | VIACOMCBS INC | $9,655,000 | – | 244,367 | +100.0% | 1.29% | – |
GD | New | GENERAL DYNAMICS CORP | $9,236,000 | – | 47,111 | +100.0% | 1.24% | – |
BLK | New | BLACKROCK INC. | $8,545,000 | – | 10,189 | +100.0% | 1.14% | – |
New | GENERAL ELECTRIC CO | $552,000 | – | 5,353 | +100.0% | 0.07% | – | |
BND | New | VANGUARD | $403,000 | – | 4,716 | +100.0% | 0.05% | – |
PEBO | New | PEOPLES BANCORP INC | $275,000 | – | 8,700 | +100.0% | 0.04% | – |
AMAT | New | APPLIED MATERIALS INC | $253,000 | – | 1,965 | +100.0% | 0.03% | – |
ADMS | New | ADAMAS PHARMACEUTICALS, INC. | $55,000 | – | 11,200 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-10-21
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 | 2024-02-07 |
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 |
13F-HR | 2021-10-21 |
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.