$0 is the total value of Unified Trust Company, N.A.'s 0 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DE | New | DEERE COequities | $3,700,000 | – | 11,043 | +100.0% | 1.09% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INCequities | $3,070,000 | – | 5,374 | +100.0% | 0.90% | – |
| KLAC | New | KLA - TENCOR CORPequities | $2,372,000 | – | 7,092 | +100.0% | 0.70% | – |
| SHW | New | SHERWIN WILLIAMS CO.equities | $2,172,000 | – | 7,766 | +100.0% | 0.64% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-23
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.