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
$194B
$457,000 0.05% of portfolio
2,425
Q3 2024 Reduced 8.8%
$489B
$397,000 0.05% of portfolio
805
Q3 2024 Reduced 14.36%
$117B
$409,000 0.05% of portfolio
1,198
Q3 2024 Reduced 14.37%
$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%
$370B
$329,000 0.04% of portfolio
8,310
Q3 2024 Added 2.37%
$0
$337,000 0.04% of portfolio
2,499
Q2 2024 Added 4.17%
$562B
$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%
$393B
$333,000 0.04% of portfolio
470
Q2 2024 Reduced 13.44%
$3.78B
$356,000 0.04% of portfolio
2,675
Q3 2023 New
$69.7B
$366,000 0.04% of portfolio
3,275
Q4 2023 Reduced 14.4%
$5.76B
$308,000 0.04% of portfolio
21,900
Q4 2018 New
$78.3B
$261,000 0.03% of portfolio
2,522
Q3 2024 New
$81.8B
$242,000 0.03% of portfolio
925
Q3 2024 New
$202B
$260,000 0.03% of portfolio
2,149
Q2 2024 New
$17B
$262,000 0.03% of portfolio
1,879
Q4 2023 Reduced 1.16%
$32.3B
$299,000 0.03% of portfolio
1,115
Q2 2020 New
$30.9B
$299,000 0.03% of portfolio
5,479
Q3 2024 Added 8.95%
$139B
$292,000 0.03% of portfolio
2,490
Q2 2024 Added 1.63%
$173B
$239,000 0.03% of portfolio
1,411
Q3 2024 Added 18.17%
$279B
$225,000 0.03% of portfolio
4,000
Q1 2024 New
$0
$277,000 0.03% of portfolio
1,908
Q2 2024 Reduced 13.59%
$92.4B
$234,000 0.03% of portfolio
2,656
Q3 2024 Reduced 27.35%
$59.9B
$246,000 0.03% of portfolio
994
Q4 2023 New
$22.1B
$297,000 0.03% of portfolio
2,200
Q4 2022 New
$222B
$210,000 0.02% of portfolio
1,285
Q3 2024 Reduced 13.7%
$183B
$213,000 0.02% of portfolio
344
Q3 2024 Reduced 13.35%
$0
$200,000 0.02% of portfolio
1,000
Q3 2024 New
$0
$204,000 0.02% of portfolio
650
Q3 2024 New
$223B
$208,000 0.02% of portfolio
2,000
Q3 2024 New
$225B
$207,000 0.02% of portfolio
588
Q3 2024 New
$110M
$48,000 0.01% of portfolio
18,000
Q2 2024 Added 16.13%
$162M
$104,000 0.01% of portfolio
31,200
Q2 2024 Added 9.67%
$109M
$47,000 0.01% of portfolio
52,000
Q2 2024 Added 23.81%
$30.1M
$10,000 0.0% of portfolio
15,300
Q2 2024 Added 40.37%
$84.8M
$18,000 0.0% of portfolio
44,000
Q3 2024 New
$255M
$39,000 0.0% of portfolio
10,850
Q3 2024 Reduced 5.65%
$55.2M
$22,000 0.0% of portfolio
13,000
Q2 2024 New
Talphera Inc
-
$0 0.0% of portfolio
-
Q1 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
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