United Bank Portfolio Holdings

United Bank

  • $838 Million
  • Q1 2024

United Bank has filed its 13F form on May 13, 2024 for Q1 2024 where it was disclosed a total value porftolio of $838 Million distributed in 284 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Hubbell Inc with a value of $125M, Ishares Core S&P Sm Cap ETF with a value of $39.7M, Microsoft Corp with a value of $38.1M, Ishares Inc Msci Emerging Mkts with a value of $37.2M, and Apple Inc. with a value of $32M.

Examining the 13F form we can see an increase of $41.4M in the current position value, from $796M to 838M.

United Bank is based out at Vienna, VA

Below you can find more details about United Bank portfolio as well as his latest detailed transactions.

Portfolio value $838 Million
Industrials: $207 Million
ETFs: $195 Million
Technology: $122 Million
Financial Services: $80.7 Million
Healthcare: $80.3 Million
Energy: $42.8 Million
Consumer Defensive: $37.8 Million
Consumer Cyclical: $24.6 Million
Other: $46.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$19.6B
$125 Million 14.87% of portfolio
299,965
Q4 2023 Reduced 0.71%
$0
$39.7 Million 4.74% of portfolio
359,462
Q1 2024 Added 1.96%
$3.33T
$38.1 Million 4.55% of portfolio
90,597
Q1 2024 Reduced 9.07%
$0
$37.2 Million 4.44% of portfolio
646,427
Q1 2024 Added 7.35%
$3.38T
$32 Million 3.82% of portfolio
186,501
Q1 2024 Reduced 11.53%
$0
$26.6 Million 3.18% of portfolio
519,318
Q1 2024 Added 10.54%
$4.37B
$26 Million 3.1% of portfolio
725,551
Q1 2024 Added 0.17%
$593B
$20.6 Million 2.46% of portfolio
102,896
Q1 2024 Reduced 0.68%
$26.1B
$19.8 Million 2.36% of portfolio
246,489
Q1 2024 Reduced 14.4%
$306B
$19.4 Million 2.32% of portfolio
123,294
Q1 2024 Reduced 2.52%
$0
$18.2 Million 2.17% of portfolio
173,489
Q1 2024 Added 21.12%
$87.6B
$17.9 Million 2.14% of portfolio
84,155
Q1 2024 Reduced 12.76%
$391B
$17.5 Million 2.09% of portfolio
107,767
Q1 2024 Reduced 6.74%
$25.3B
$16.5 Million 1.97% of portfolio
93,246
Q1 2024 Reduced 9.65%
$187B
$16.4 Million 1.96% of portfolio
58,079
Q1 2024 Reduced 5.91%
$182B
$16.3 Million 1.95% of portfolio
143,814
Q1 2024 Reduced 6.44%
$382B
$15.7 Million 1.87% of portfolio
99,013
Q1 2024 Reduced 5.8%
$79.7B
$15.4 Million 1.84% of portfolio
54,592
Q1 2024 Reduced 9.04%
$195B
$15.2 Million 1.82% of portfolio
304,994
Q1 2024 Reduced 4.74%
$73.8B
$14.9 Million 1.78% of portfolio
116,802
Q1 2024 Added 3.31%
$59B
$14.1 Million 1.68% of portfolio
314,876
Q1 2024 Reduced 5.99%
$68.1B
$13.9 Million 1.66% of portfolio
78,364
Q1 2024 Reduced 2.15%
$177B
$13.8 Million 1.65% of portfolio
79,133
Q1 2024 Added 1.75%
$32.9B
$13.7 Million 1.64% of portfolio
416,534
Q1 2024 Added 1.16%
$39B
$13.4 Million 1.6% of portfolio
45,509
Q1 2024 Reduced 8.28%
$119B
$13.4 Million 1.59% of portfolio
16,023
Q1 2024 Reduced 9.87%
$57.2B
$13.3 Million 1.59% of portfolio
55,026
Q1 2024 Added 10.26%
$15.6B
$12.6 Million 1.51% of portfolio
94,939
Q1 2024 Added 4.05%
$157B
$12.5 Million 1.49% of portfolio
450,614
Q1 2024 Added 17.42%
$99.8B
$12.3 Million 1.47% of portfolio
82,741
Q1 2024 Added 10.52%
$0
$9.02 Million 1.08% of portfolio
106,858
Q1 2024 Added 72.58%
$480B
$8.41 Million 1.0% of portfolio
72,310
Q1 2024 Reduced 26.26%
$0
$7.12 Million 0.85% of portfolio
82,382
Q1 2024 Added 5.01%
$0
$6.61 Million 0.79% of portfolio
26,445
Q1 2024 Added 8.37%
$0
$6.54 Million 0.78% of portfolio
59,133
Q1 2024 Reduced 9.15%
$0
$4.8 Million 0.57% of portfolio
21,007
Q1 2024 Added 1.21%
$117B
$4.44 Million 0.53% of portfolio
6,359
Q1 2024 Added 0.65%
$0
$4.16 Million 0.5% of portfolio
16,000
Q1 2024 Reduced 10.11%
$0
$4.17 Million 0.5% of portfolio
7,981
Q1 2024 Reduced 1.47%
$0
$4.1 Million 0.49% of portfolio
51,283
Q1 2024 Added 35.44%
$1.97T
$3.76 Million 0.45% of portfolio
20,840
Q1 2024 Reduced 9.55%
$0
$3.7 Million 0.44% of portfolio
22,732
Q1 2024 Reduced 13.35%
$0
$3.61 Million 0.43% of portfolio
10,476
Q4 2023 Reduced 10.61%
$275B
$3.38 Million 0.4% of portfolio
55,265
Q3 2023 Reduced 0.31%
$860B
$2.69 Million 0.32% of portfolio
3,456
Q1 2023 Reduced 3.49%
$0
$2.46 Million 0.29% of portfolio
26,919
Q1 2024 Added 47.03%
$1.09T
$2.21 Million 0.26% of portfolio
14,652
Q1 2024 Reduced 18.71%
$0
$2.11 Million 0.25% of portfolio
34,691
Q1 2024 Added 375.09%
$352B
$1.85 Million 0.22% of portfolio
4,834
Q1 2024 Reduced 0.41%

Summary

  • Portfolio
  • No. of Stocks 284
  • Current Value $838 Million
  • Prior Value $796 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 13, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 8 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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