$163 Million is the total value of United Bank's 85 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
New | GSK PLCsponsored adr | $707,684 | – | 20,139 | +100.0% | 0.43% | – | |
IBM | New | INTERNATIONAL BUSINESS MACHS | $206,122 | – | 1,463 | +100.0% | 0.13% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-10
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
Vanguard Real Estate Index Fund Etf | 31 | Q2 2024 | 6.9% |
Apple INC CORP COMMON | 31 | Q2 2024 | 4.8% |
Microsoft Corp COMMON | 31 | Q2 2024 | 3.9% |
Alphabet INC CLASS A CORP COMMON | 31 | Q2 2024 | 3.9% |
Technology Select Sector Spdr Fund Etf | 31 | Q2 2024 | 3.9% |
Coca-cola CO CORP COMMON | 31 | Q2 2024 | 5.4% |
JPMORGAN Chase & CO CORP COMMON | 31 | Q2 2024 | 3.3% |
Ishares Trust S & P500/bar S&p 500 Growth Etf | 31 | Q2 2024 | 3.2% |
ISHARES TR | 31 | Q2 2024 | 2.8% |
Vanguard Value Index Fund Etf | 31 | Q2 2024 | 3.3% |
View United Bank's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-20 |
13F-HR | 2024-07-23 |
13F-HR | 2024-05-10 |
13F-HR | 2024-02-13 |
13F-HR | 2023-10-27 |
13F-HR | 2023-08-07 |
13F-HR | 2023-05-12 |
13F-HR | 2023-02-10 |
13F-HR | 2022-11-10 |
13F-HR | 2022-08-05 |
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.