$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PHAS | Exit | PHASEBIO PHARMACEUTICALS INC | $0 | – | -37,400 | -100.0% | -0.00% | – |
| GP | Exit | GREENPOWER MOTOR CON INC | $0 | – | -10,000 | -100.0% | -0.00% | – |
| ARKK | Exit | ARK | $0 | – | -5,361 | -100.0% | -0.03% | – |
| HRI | Exit | HERC HOLDINGS INC | $0 | – | -2,000 | -100.0% | -0.03% | – |
| COST | Exit | COSTCO WHOLESALE CORP | $0 | – | -456 | -100.0% | -0.03% | – |
| PYPL | Exit | PAYPAL HOLDINGS INC | $0 | – | -2,749 | -100.0% | -0.04% | – |
| IBM | Exit | IBM CORP | $0 | – | -2,396 | -100.0% | -0.04% | – |
| PKI | Exit | PERKINELMER INC | $0 | – | -3,200 | -100.0% | -0.06% | – |
| PNC | Exit | PNC FINANCIAL SERVICES GROUP | $0 | – | -2,877 | -100.0% | -0.07% | – |
| AR | Exit | ANTERO RESOURCES CORP | $0 | – | -16,085 | -100.0% | -0.08% | – |
| SCHP | Exit | SCHWAB | $0 | – | -816,716 | -100.0% | -6.51% | – |
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.