$0 is the total value of Unified Trust Company, N.A.'s 0 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTI | VG TOTL STK VPRSequities | $1,994,000 | +8.8% | 11,711 | 0.0% | 1.41% | +2.5% | |
| PNC | PNC BANKequities | $476,000 | +4.4% | 4,337 | 0.0% | 0.34% | -1.5% | |
| SYBT | STOCK YARDS BANCORP INC.equities | $352,000 | -15.4% | 10,355 | 0.0% | 0.25% | -20.1% | |
| EHC | ENCOMPASS HEALTH CORPORATIONequities | $307,000 | +4.8% | 4,736 | 0.0% | 0.22% | -1.4% | |
| BA | BOEING COequities | $268,000 | -10.1% | 1,627 | 0.0% | 0.19% | -15.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-12
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.