$0 is the total value of Unified Trust Company, N.A.'s 0 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPXU | New | PROSHARES ULTRAPRO SHORT S&P 50equities | $26,941,000 | – | 1,116,994 | +100.0% | 17.95% | – |
| BRKA | New | BERKSHIRE HATHAWAYequities | $272,000 | – | 1 | +100.0% | 0.18% | – |
| CTAS | New | CINTAS CORP.equities | $250,000 | – | 1,445 | +100.0% | 0.17% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2020-05-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 12 | Q3 2021 | 4.6% |
| MICROSOFT | 12 | Q3 2021 | 3.7% |
| LINDE PLC | 12 | Q3 2021 | 3.6% |
| UNITEDHEALTH GROUP | 12 | Q3 2021 | 3.7% |
| JP MORGAN CHASE | 12 | Q3 2021 | 4.0% |
| JOHNSON & JOHNSON | 12 | Q3 2021 | 3.9% |
| HONEYWELL INTERNATIONAL INC | 12 | Q3 2021 | 3.4% |
| TJX COMPANIES | 12 | Q3 2021 | 3.5% |
| BAXTER INTL | 12 | Q3 2021 | 3.2% |
| NEXTERA ENERGY INC. | 12 | Q3 2021 | 3.4% |
View Unified Trust Company, N.A.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2021-11-23 |
| 13F-HR | 2021-08-13 |
| 13F-HR | 2021-05-28 |
| 13F-HR | 2021-01-20 |
| 13F-HR | 2020-11-12 |
| 13F-HR | 2020-08-04 |
| 13F-HR/A | 2020-05-12 |
| 13F-HR | 2020-05-07 |
| 13F-HR/A | 2020-01-27 |
| 13F-HR | 2020-01-24 |
View Unified Trust Company, N.A.'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.
Compare quarters
The following issues were detected while analyzing the report:
- The reported total value is incorrect (0.0 != 150061000.0)
- The reported number of holdings is incorrect (0 != 54)
- The reported has been restated
- The reported has been amended
Export Unified Trust Company, N.A.'s holdings