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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$44.1 Million 5.15% of portfolio
377,456
Q3 2024 Added 3.85%
$0
$42.3 Million 4.94% of portfolio
692,196
Q3 2024 Added 4.03%
$0
$27 Million 3.15% of portfolio
266,824
Q3 2024 New
$0
$9.69 Million 1.13% of portfolio
101,183
Q3 2024 Reduced 3.38%
$0
$8.02 Million 0.94% of portfolio
82,290
Q3 2024 Added 0.38%
$0
$6.81 Million 0.8% of portfolio
25,831
Q3 2024 Added 1.58%
$0
$6.07 Million 0.71% of portfolio
54,894
Q3 2024 Reduced 3.52%
$0
$4.71 Million 0.55% of portfolio
8,212
Q3 2024 Added 2.33%
$0
$4.58 Million 0.53% of portfolio
19,319
Q3 2024 Reduced 7.25%
$0
$4.53 Million 0.53% of portfolio
16,000
Q1 2024 Reduced 10.11%
$0
$4.21 Million 0.49% of portfolio
24,121
Q3 2024 Added 6.99%
$0
$4.02 Million 0.47% of portfolio
10,476
Q4 2023 Reduced 10.61%
$0
$4.03 Million 0.47% of portfolio
48,182
Q3 2024 Reduced 2.56%
$0
$3.55 Million 0.41% of portfolio
67,454
Q3 2024 Reduced 87.1%
$0
$2.76 Million 0.32% of portfolio
29,987
Q3 2024 Added 11.4%
$0
$1.74 Million 0.2% of portfolio
22,249
Q3 2022 Reduced 4.99%
$0
$1.53 Million 0.18% of portfolio
24,505
Q3 2024 Reduced 29.07%
$0
$1.33 Million 0.15% of portfolio
20,495
Q3 2022 Reduced 23.48%
$0
$1.2 Million 0.14% of portfolio
5,313
Q3 2024 Added 2.97%
$0
$1.13 Million 0.13% of portfolio
4,230
Q2 2024 Reduced 5.11%
$0
$998,000 0.12% of portfolio
11,325
Q1 2024 Reduced 1.69%
$0
$1.03 Million 0.12% of portfolio
2,739
Q3 2024 Reduced 6.52%
$0
$868,000 0.1% of portfolio
11,034
Q3 2022 Reduced 0.35%
$0
$822,000 0.1% of portfolio
1,944
Q4 2017 New
$0
$574,000 0.07% of portfolio
996
Q2 2024 Reduced 2.92%
$0
$583,000 0.07% of portfolio
1,025
Q3 2024 Reduced 46.75%
$0
$615,000 0.07% of portfolio
2,786
Q3 2024 Reduced 0.18%
$0
$617,000 0.07% of portfolio
2,347
Q2 2024 Reduced 14.87%
$0
$418,000 0.05% of portfolio
5,356
Q3 2024 Reduced 1.11%
$0
$409,000 0.05% of portfolio
12,313
Q3 2024 Added 32.21%
$0
$471,000 0.05% of portfolio
4,439
Q3 2024 Reduced 97.77%
$0
$337,000 0.04% of portfolio
2,499
Q2 2024 Added 4.17%
$0
$277,000 0.03% of portfolio
1,908
Q2 2024 Reduced 13.59%
$0
$200,000 0.02% of portfolio
1,000
Q3 2024 New
$0
$204,000 0.02% of portfolio
650
Q3 2024 New

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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