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
$1.41T
$1.93 Million 0.22% of portfolio
3,363
Q3 2024 Reduced 1.61%
$563B
$1.76 Million 0.21% of portfolio
6,395
Q3 2024 Reduced 0.08%
$810B
$1.78 Million 0.21% of portfolio
2,007
Q3 2024 Reduced 2.34%
$356B
$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%
$1.05T
$1.62 Million 0.19% of portfolio
9,720
Q3 2024 Reduced 0.59%
$183B
$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%
$415B
$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%
$52.7B
$1.28 Million 0.15% of portfolio
12,509
Q3 2024 Reduced 17.47%
$143B
$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%
$95.5B
$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%
$195B
$1.15 Million 0.13% of portfolio
52,233
Q3 2024 Reduced 14.67%
$89.4B
$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%
$126B
$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%
$230B
$956,000 0.11% of portfolio
11,844
Q2 2024 Reduced 7.17%
$201B
$951,000 0.11% of portfolio
5,599
Q3 2024 Added 1.73%
$143B
$982,000 0.11% of portfolio
3,628
Q2 2024 Added 0.36%
$688B
$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
$135B
$747,000 0.09% of portfolio
8,846
Q3 2024 Added 7.62%
$181B
$660,000 0.08% of portfolio
1,690
Q3 2024 Added 9.74%
$84.8B
$683,000 0.08% of portfolio
5,000
Q3 2024 Reduced 14.91%
$37.4B
$692,000 0.08% of portfolio
6,650
Q3 2024 Added 13.68%
$75.1B
$667,000 0.08% of portfolio
3,323
Q2 2024 Reduced 2.32%
$476B
$690,000 0.08% of portfolio
1
Q4 2020 New
$145B
$692,000 0.08% of portfolio
1,660
Q2 2024 Reduced 3.21%
$44B
$656,000 0.08% of portfolio
11,354
Q2 2024 Reduced 3.24%
$56.3B
$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%
$102B
$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%
$163B
$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%
$223B
$524,000 0.06% of portfolio
4,616
Q2 2024 Reduced 3.45%
$101B
$391,000 0.05% of portfolio
3,000
Q2 2024 New
$412B
$466,000 0.05% of portfolio
526
Q3 2024 Reduced 0.19%
$41.9B
$440,000 0.05% of portfolio
2,500
Q4 2020 New
$34.3B
$413,000 0.05% of portfolio
5,600
Q3 2024 Added 9.8%
$44.3B
$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
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