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 Market Cap. of $2 Billions to $10 Billions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
UBSI United Bankshares Inc Financial Services	$5.11B	$27.6 Million 3.23% of portfolio	744,669	Q3 2024 Reduced 2.1%
PJT Pjt Partners Inc. Financial Services	$3.76B	$356,000 0.04% of portfolio	2,675	Q3 2023 New
FNB Fnb Corp Financial Services	$5.09B	$308,000 0.04% of portfolio	21,900	Q4 2018 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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