$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 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IJR | ISHARES CORE S&P SMALL-CAP ETFequities | $616,000 | +43.3% | 6,136 | 0.0% | 0.36% | +17.0% | |
CTAS | CINTAS CORP.equities | $466,000 | -3.3% | 1,450 | 0.0% | 0.27% | -21.1% | |
SYBT | STOCK YARDS BANCORP INC.equities | $436,000 | +23.9% | 10,355 | 0.0% | 0.25% | +1.2% | |
EHC | ENCOMPASS HEALTH CORPORATIONequities | $393,000 | +28.0% | 4,736 | 0.0% | 0.23% | +4.6% | |
POOL | POOL CORPORATIONequities | $243,000 | +8.0% | 674 | 0.0% | 0.14% | -11.9% | |
AGG | ISHARES BARCLAYS AGGREGATE BD Fequities | $204,000 | -0.5% | 1,742 | 0.0% | 0.12% | -18.6% |
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.