$714 Million is the total value of UNITED BANK's 292 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SHV | New | ISHARES | $34,675,919 | – | 315,465 | +100.0% | 4.86% | – |
| ACWX | New | ISHARES | $769,861 | – | 16,920 | +100.0% | 0.11% | – |
| SDY | New | SPDR | $395,098 | – | 3,158 | +100.0% | 0.06% | – |
| XYL | New | XYLEM INC | $243,254 | – | 2,200 | +100.0% | 0.03% | – |
| CMI | New | CUMMINS INC | $212,973 | – | 879 | +100.0% | 0.03% | – |
| BP | New | BP PLCforeign stock | $217,369 | – | 6,223 | +100.0% | 0.03% | – |
| AVGO | New | BROADCOM INC. | $200,728 | – | 359 | +100.0% | 0.03% | – |
| ADBE | New | ADOBE INC | $201,918 | – | 600 | +100.0% | 0.03% | – |
| WFC | New | WELLS FARGO & CO | $203,106 | – | 4,919 | +100.0% | 0.03% | – |
| AUTL | New | AUTOLUS THERAPEUTICS PLCforeign stock | $19,570 | – | 10,300 | +100.0% | 0.00% | – |
| VIRX | New | VIRACTA THERAPEUTICS INC | $14,900 | – | 10,205 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-14
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 | 2024-02-07 |
| 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.