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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.26T
$1.93 Million 0.22% of portfolio
3,363
Q3 2024 Reduced 1.61%
$503B
$1.76 Million 0.21% of portfolio
6,395
Q3 2024 Reduced 0.08%
$716B
$1.78 Million 0.21% of portfolio
2,007
Q3 2024 Reduced 2.34%
$297B
$1.72 Million 0.2% of portfolio
8,712
Q3 2024 Reduced 3.69%
$0
$1.74 Million 0.2% of portfolio
22,249
Q3 2022 Reduced 4.99%
$0
$1.74 Million 0.2% of portfolio
16,062
Q3 2024 Added 424.56%
$1.08T
$1.62 Million 0.19% of portfolio
9,720
Q3 2024 Reduced 0.59%
$177B
$1.53 Million 0.18% of portfolio
33,963
Q3 2024 Reduced 1.4%
$0
$1.53 Million 0.18% of portfolio
24,505
Q3 2024 Reduced 29.07%
$514B
$1.33 Million 0.16% of portfolio
7,835
Q2 2024 Reduced 1.26%
$0
$1.33 Million 0.15% of portfolio
20,495
Q3 2022 Reduced 23.48%
$49.7B
$1.28 Million 0.15% of portfolio
12,509
Q3 2024 Reduced 17.47%
$152B
$1.32 Million 0.15% of portfolio
6,394
Q3 2024 Reduced 3.11%
$0
$1.2 Million 0.14% of portfolio
5,313
Q3 2024 Added 2.97%
$95.8B
$1.19 Million 0.14% of portfolio
13,250
Q3 2024 Reduced 3.28%
$0
$1.13 Million 0.13% of portfolio
4,230
Q2 2024 Reduced 5.11%
$163B
$1.15 Million 0.13% of portfolio
52,233
Q3 2024 Reduced 14.67%
$87.6B
$1.11 Million 0.13% of portfolio
9,637
Q3 2024 Added 2.03%
$0
$998,000 0.12% of portfolio
11,325
Q1 2024 Reduced 1.69%
$123B
$998,000 0.12% of portfolio
19,298
Q2 2024 Reduced 0.16%
$0
$1.03 Million 0.12% of portfolio
2,739
Q3 2024 Reduced 6.52%
$237B
$956,000 0.11% of portfolio
11,844
Q2 2024 Reduced 7.17%
$219B
$951,000 0.11% of portfolio
5,599
Q3 2024 Added 1.73%
$163B
$982,000 0.11% of portfolio
3,628
Q2 2024 Added 0.36%
$610B
$829,000 0.1% of portfolio
1,803
Q3 2024 Reduced 46.39%
$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
$151B
$747,000 0.09% of portfolio
8,846
Q3 2024 Added 7.62%
$201B
$660,000 0.08% of portfolio
1,690
Q3 2024 Added 9.74%
$70.7B
$683,000 0.08% of portfolio
5,000
Q3 2024 Reduced 14.91%
$34.7B
$692,000 0.08% of portfolio
6,650
Q3 2024 Added 13.68%
$67.2B
$667,000 0.08% of portfolio
3,323
Q2 2024 Reduced 2.32%
$422B
$690,000 0.08% of portfolio
1
Q4 2020 New
$122B
$692,000 0.08% of portfolio
1,660
Q2 2024 Reduced 3.21%
$48.1B
$656,000 0.08% of portfolio
11,354
Q2 2024 Reduced 3.24%
$53.3B
$568,000 0.07% of portfolio
3,000
Q2 2023 Reduced 35.73%
$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%
$100B
$589,000 0.07% of portfolio
11,558
Q3 2023 Added 0.56%
$0
$617,000 0.07% of portfolio
2,347
Q2 2024 Reduced 14.87%
$189B
$550,000 0.06% of portfolio
13,179
Q2 2024 Reduced 5.74%
$124B
$548,000 0.06% of portfolio
1,983
Q3 2024 Reduced 26.15%
$247B
$524,000 0.06% of portfolio
4,616
Q2 2024 Reduced 3.45%
$94.9B
$391,000 0.05% of portfolio
3,000
Q2 2024 New
$411B
$466,000 0.05% of portfolio
526
Q3 2024 Reduced 0.19%
$39.4B
$440,000 0.05% of portfolio
2,500
Q4 2020 New
$37.9B
$413,000 0.05% of portfolio
5,600
Q3 2024 Added 9.8%
$37.8B
$446,000 0.05% of portfolio
3,200
Q2 2024 Reduced 4.48%

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
Track This Portfolio

Track United Bank Portfolio

Follow United Bank and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of United Bank, based on Form 13F filings with the SEC.

News

Stay updated on United Bank with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email