United Bank Portfolio Holdings

United Bank

  • $857 Million
  • Q3 2024

United Bank has filed its 13F form on November 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $857 Million distributed in 262 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Hubbell Inc with a value of $123M, Ishares Core S&P Sm Cap ETF with a value of $44.1M, Ishares Inc Msci Emerging Mkts with a value of $42.3M, Apple Inc. with a value of $38.9M, and Microsoft Corp with a value of $37.6M.

Examining the 13F form we can see an increase of $51M in the current position value, from $806M to 857M.

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 $857 Million
Industrials: $203 Million
ETFs: $194 Million
Technology: $135 Million
Financial Services: $84.4 Million
Healthcare: $79.6 Million
Energy: $39.2 Million
Consumer Defensive: $37.4 Million
Consumer Cyclical: $27.2 Million
Other: $57 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$211B
$951,000 0.11% of portfolio
5,599
Q3 2024 Added 1.73%
$154B
$982,000 0.11% of portfolio
3,628
Q2 2024 Added 0.36%
$669B
$829,000 0.1% of portfolio
1,803
Q3 2024 Reduced 46.39%
$138B
$747,000 0.09% of portfolio
8,846
Q3 2024 Added 7.62%
$182B
$660,000 0.08% of portfolio
1,690
Q3 2024 Added 9.74%
$85.7B
$683,000 0.08% of portfolio
5,000
Q3 2024 Reduced 14.91%
$36B
$692,000 0.08% of portfolio
6,650
Q3 2024 Added 13.68%
$74.9B
$667,000 0.08% of portfolio
3,323
Q2 2024 Reduced 2.32%
$465B
$690,000 0.08% of portfolio
1
Q4 2020 New
$145B
$692,000 0.08% of portfolio
1,660
Q2 2024 Reduced 3.21%
$47.1B
$656,000 0.08% of portfolio
11,354
Q2 2024 Reduced 3.24%
$53.8B
$568,000 0.07% of portfolio
3,000
Q2 2023 Reduced 35.73%
$100B
$589,000 0.07% of portfolio
11,558
Q3 2023 Added 0.56%
$158B
$550,000 0.06% of portfolio
13,179
Q2 2024 Reduced 5.74%
$131B
$548,000 0.06% of portfolio
1,983
Q3 2024 Reduced 26.15%
$234B
$524,000 0.06% of portfolio
4,616
Q2 2024 Reduced 3.45%
$464B
$466,000 0.05% of portfolio
526
Q3 2024 Reduced 0.19%
$43.9B
$440,000 0.05% of portfolio
2,500
Q4 2020 New
$36B
$413,000 0.05% of portfolio
5,600
Q3 2024 Added 9.8%
$44.5B
$446,000 0.05% of portfolio
3,200
Q2 2024 Reduced 4.48%
$226B
$457,000 0.05% of portfolio
2,425
Q3 2024 Reduced 8.8%
$550B
$397,000 0.05% of portfolio
805
Q3 2024 Reduced 14.36%
$57B
$409,000 0.05% of portfolio
1,198
Q3 2024 Reduced 14.37%
$370B
$329,000 0.04% of portfolio
8,310
Q3 2024 Added 2.37%
$444B
$313,000 0.04% of portfolio
536
Q2 2024 Reduced 1.29%
$199B
$303,000 0.04% of portfolio
72
Q3 2024 Reduced 19.1%
$436B
$333,000 0.04% of portfolio
470
Q2 2024 Reduced 13.44%
$3.86B
$356,000 0.04% of portfolio
2,675
Q3 2023 New
$69.2B
$366,000 0.04% of portfolio
3,275
Q4 2023 Reduced 14.4%
$5.21B
$308,000 0.04% of portfolio
21,900
Q4 2018 New
$76B
$261,000 0.03% of portfolio
2,522
Q3 2024 New
$81.1B
$242,000 0.03% of portfolio
925
Q3 2024 New
$196B
$256,000 0.03% of portfolio
2,116
Q3 2024 Reduced 15.9%
$241B
$260,000 0.03% of portfolio
2,149
Q2 2024 New
$17.6B
$262,000 0.03% of portfolio
1,879
Q4 2023 Reduced 1.16%
$33.1B
$299,000 0.03% of portfolio
1,115
Q2 2020 New
$26.8B
$299,000 0.03% of portfolio
5,479
Q3 2024 Added 8.95%
$145B
$292,000 0.03% of portfolio
2,490
Q2 2024 Added 1.63%
$177B
$239,000 0.03% of portfolio
1,411
Q3 2024 Added 18.17%
$297B
$225,000 0.03% of portfolio
4,000
Q1 2024 New
$100B
$234,000 0.03% of portfolio
2,656
Q3 2024 Reduced 27.35%
$56.9B
$246,000 0.03% of portfolio
994
Q4 2023 New
$23.6B
$297,000 0.03% of portfolio
2,200
Q4 2022 New
$161B
$210,000 0.02% of portfolio
1,285
Q3 2024 Reduced 13.7%
$173B
$213,000 0.02% of portfolio
344
Q3 2024 Reduced 13.35%
$225B
$208,000 0.02% of portfolio
2,000
Q3 2024 New
$220B
$207,000 0.02% of portfolio
588
Q3 2024 New
$184M
$48,000 0.01% of portfolio
18,000
Q2 2024 Added 16.13%
$264M
$104,000 0.01% of portfolio
31,200
Q2 2024 Added 9.67%

Summary

  • Portfolio
  • No. of Stocks 262
  • Current Value $857 Million
  • Prior Value $806 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 8 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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