$0 is the total value of Unified Trust Company, N.A.'s 0 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VZ | Exit | VERIZON COMMUNICATNequities | $0 | – | -3,417 | -100.0% | -0.14% | – |
MRK | Exit | MERCK & CO, INC. NEWequities | $0 | – | -2,559 | -100.0% | -0.15% | – |
INTC | Exit | INTELequities | $0 | – | -4,633 | -100.0% | -0.17% | – |
DE | Exit | DEERE COequities | $0 | – | -1,257 | -100.0% | -0.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-20
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.