United Bank Portfolio Holdings

United Bank

  • $806 Million
  • Q2 2024

United Bank has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $806 Million distributed in 277 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Hubbell Inc with a value of $105M, Ishares Inc Msci Emerging Mkts with a value of $39.4M, Microsoft Corp with a value of $39.3M, Ishares Core S&P Sm Cap ETF with a value of $38.8M, and Apple Inc. with a value of $35M.

Examining the 13F form we can see an decrease of $32M in the current position value, from $838M to 806M.

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 $806 Million
ETFs: $198 Million
Industrials: $181 Million
Technology: $129 Million
Financial Services: $76.1 Million
Healthcare: $74.9 Million
Energy: $40.6 Million
Consumer Defensive: $34.6 Million
Consumer Cyclical: $23.5 Million
Other: $48.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$393,000 0.05% of portfolio
5,416
Q2 2024 Added 1.12%
$471B
$414,000 0.05% of portfolio
940
Q2 2024 Added 1.84%
$24.2B
$298,000 0.04% of portfolio
2,200
Q4 2022 New
$69.9B
$292,000 0.04% of portfolio
3,275
Q4 2023 Reduced 14.4%
$150B
$307,000 0.04% of portfolio
1,360
Q2 2024 Added 5.92%
$31.2B
$306,000 0.04% of portfolio
1,115
Q2 2020 New
$0
$293,000 0.04% of portfolio
9,313
Q4 2023 Reduced 1.84%
$0
$326,000 0.04% of portfolio
3,062
Q1 2024 Reduced 69.12%
$0
$302,000 0.04% of portfolio
2,499
Q2 2024 Added 4.17%
$44.1B
$322,000 0.04% of portfolio
5,100
Q1 2024 Reduced 0.2%
$4.87B
$299,000 0.04% of portfolio
21,900
Q4 2018 New
$169B
$352,000 0.04% of portfolio
89
Q2 2024 Added 2.3%
$316B
$322,000 0.04% of portfolio
8,118
Q2 2024 Added 1.15%
$240B
$314,000 0.04% of portfolio
567
Q2 2024 Added 6.38%
$315B
$317,000 0.04% of portfolio
470
Q2 2024 Reduced 13.44%
$3.24B
$288,000 0.04% of portfolio
2,675
Q3 2023 New
$187B
$217,000 0.03% of portfolio
2,149
Q2 2024 New
$38.8B
$266,000 0.03% of portfolio
5,029
Q2 2024 Reduced 9.04%
$177B
$252,000 0.03% of portfolio
2,516
Q1 2024 Reduced 3.01%
$265B
$241,000 0.03% of portfolio
1,489
Q2 2024 Added 29.25%
$136B
$274,000 0.03% of portfolio
2,490
Q2 2024 Added 1.63%
$212B
$237,000 0.03% of portfolio
4,000
Q1 2024 New
$37.3B
$249,000 0.03% of portfolio
3,000
Q2 2024 New
$19.9B
$259,000 0.03% of portfolio
1,879
Q4 2023 Reduced 1.16%
$98.1B
$218,000 0.03% of portfolio
7,067
Q2 2024 Reduced 46.65%
$174B
$260,000 0.03% of portfolio
397
Q2 2024 New
$117B
$213,000 0.03% of portfolio
1,625
Q2 2024 New
$544B
$272,000 0.03% of portfolio
536
Q2 2024 Reduced 1.29%
$0
$225,000 0.03% of portfolio
1,235
Q2 2024 Reduced 2.14%
$57.1B
$213,000 0.03% of portfolio
994
Q4 2023 New
$0
$261,000 0.03% of portfolio
1,908
Q2 2024 Reduced 13.59%
$191B
$237,000 0.03% of portfolio
1,194
Q2 2024 Reduced 20.13%
$194M
$92,000 0.01% of portfolio
31,200
Q2 2024 Added 9.67%
$156M
$52,000 0.01% of portfolio
52,000
Q2 2024 Added 23.81%
Linde PLC
-
$0 0.0% of portfolio
-
Q4 2023 Reduced 23.18%
$27M
$15,000 0.0% of portfolio
15,300
Q2 2024 Added 40.37%
$59.2M
$17,000 0.0% of portfolio
13,000
Q2 2024 New
$120M
$39,000 0.0% of portfolio
18,000
Q2 2024 Added 16.13%
$330M
$40,000 0.0% of portfolio
11,500
Q2 2023 Added 11.65%
$3.14M
$0 0.0% of portfolio
50,600
Q2 2021 Reduced 16.04%
Talphera Inc
-
$0 0.0% of portfolio
-
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 277
  • Current Value $806 Million
  • Prior Value $838 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 6 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 66 stocks
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