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Size ($ in 1000's)
At 12/31/2023: $796,601
At 09/30/2023: $761,222
United Bank holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from United Bank 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the United Bank top holdings by largest position size, as per the latest 13f filing made by United Bank.
In the United Bank-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by United Bank in that top holding, then the share count change between reporting periods, and finally the United Bank top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| HUBBELL INC |
299,965 |
-2,131 |
$98,667 | | HUBB | 299,965 | -2,131 | $98,667 | | APPLE INC |
210,809 |
+24,990 |
$40,587 | | AAPL | 210,809 | +24,990 | $40,587 | | ISHARES (IJR) |
352,557 |
+8,735 |
$38,164 | | IJR | 352,557 | +8,735 | $38,164 | | MICROSOFT |
99,636 |
-2,845 |
$37,467 | | MSFT | 99,636 | -2,845 | $37,467 | | MSCI EM EX CHINA INDEX (EMXC) |
602,155 |
+602,155 |
$33,365 | | EMXC | 602,155 | +602,155 | $33,365 | | UNITED BANKSHARES INC (UBSI) |
724,294 |
-31,335 |
$27,197 | | UBSI | 724,294 | -31,335 | $27,197 | | ISHARES (IGSB) |
469,788 |
-622,635 |
$24,088 | | IGSB | 469,788 | -622,635 | $24,088 | | IRON MOUNTAIN INC |
287,969 |
-7,293 |
$20,152 | | IRM | 287,969 | -7,293 | $20,152 | | CHEVRON CORPORATION |
126,487 |
+1,314 |
$18,867 | | CVX | 126,487 | +1,314 | $18,867 | | MCDONALDS CORP |
61,726 |
-905 |
$18,302 | | MCD | 61,726 | -905 | $18,302 | | AMGEN INC |
62,567 |
-238 |
$18,021 | | AMGN | 62,567 | -238 | $18,021 | | JPMORGAN CHASE & CO |
103,597 |
+251 |
$17,622 | | JPM | 103,597 | +251 | $17,622 | | WASTE MANAGEMENT INC |
96,467 |
-2,299 |
$17,277 | | WM | 96,467 | -2,299 | $17,277 | | PROCTER & GAMBLE CO |
115,560 |
-1,789 |
$16,934 | | PG | 115,560 | -1,789 | $16,934 | | ABBOTT LABORATORIES |
153,714 |
-4,008 |
$16,919 | | ABT | 153,714 | -4,008 | $16,919 | | JOHNSON & JOHNSON |
105,110 |
+3,180 |
$16,475 | | JNJ | 105,110 | +3,180 | $16,475 | | CISCO SYSTEMS INC |
320,184 |
-7,246 |
$16,176 | | CSCO | 320,184 | -7,246 | $16,176 | | DOVER CORP |
103,211 |
-1,574 |
$15,875 | | DOV | 103,211 | -1,574 | $15,875 | | GENERAL DYNAMICS CORP |
60,019 |
-627 |
$15,585 | | GD | 60,019 | -627 | $15,585 | | ISHARES (SUB) |
143,241 |
-158,052 |
$15,102 | | SUB | 143,241 | -158,052 | $15,102 | | US BANCORP |
334,926 |
-29,506 |
$14,496 | | USB | 334,926 | -29,506 | $14,496 | | BLACKROCK INC. |
17,778 |
-600 |
$14,432 | | BLK | 17,778 | -600 | $14,432 | | EOG RESOURCES INC |
113,060 |
+113,060 |
$13,675 | | EOG | 113,060 | +113,060 | $13,675 | | AIR PRODS & CHEMS INC |
49,905 |
-3,513 |
$13,664 | | APD | 49,905 | -3,513 | $13,664 | | TEXAS INSTRUMENTS INC |
77,771 |
-4,693 |
$13,257 | | TXN | 77,771 | -4,693 | $13,257 | | QUEST DIAGNOSTICS INC |
91,248 |
-5,543 |
$12,581 | | DGX | 91,248 | -5,543 | $12,581 | | CORNING INC |
411,740 |
-9,407 |
$12,537 | | GLW | 411,740 | -9,407 | $12,537 | | CUMMINS INC |
49,619 |
+138 |
$11,887 | | CMI | 49,619 | +138 | $11,887 | | UNITED PARCEL SERVICE INC |
74,864 |
+75 |
$11,771 | | UPS | 74,864 | +75 | $11,771 | | TARGET CORP |
80,088 |
-2,288 |
$11,406 | | TGT | 80,088 | -2,288 | $11,406 | | PFIZER INC |
383,751 |
+10,931 |
$11,048 | | PFE | 383,751 | +10,931 | $11,048 | | EXXON MOBIL CORP |
98,063 |
-463 |
$9,804 | | XOM | 98,063 | -463 | $9,804 | | ISHARES (SHV) |
65,088 |
-13,862 |
$7,168 | | SHV | 65,088 | -13,862 | $7,168 | | VANGUARD (VNQ) |
78,450 |
UNCH |
$6,932 | | VNQ | 78,450 | UNCH | $6,932 | | VANGUARD (VO) |
24,402 |
-1,651 |
$5,677 | | VO | 24,402 | -1,651 | $5,677 | | ISHARES (IVW) |
61,917 |
-6,909 |
$4,650 | | IVW | 61,917 | -6,909 | $4,650 | | VANGUARD (VB) |
20,756 |
+414 |
$4,428 | | VB | 20,756 | +414 | $4,428 | | VANGUARD (VTI) |
17,800 |
UNCH |
$4,223 | | VTI | 17,800 | UNCH | $4,223 | | VANGUARD (VTV) |
26,233 |
+9,760 |
$3,922 | | VTV | 26,233 | +9,760 | $3,922 | | SPDR (SPY) |
8,100 |
-860 |
$3,850 | | SPY | 8,100 | -860 | $3,850 | | KLA CORPORATION |
6,318 |
-3,131 |
$3,673 | | KLAC | 6,318 | -3,131 | $3,673 | | AMAZON.COM INC |
23,041 |
+7,022 |
$3,501 | | AMZN | 23,041 | +7,022 | $3,501 | | COCA COLA CO |
55,265 |
UNCH |
$3,257 | | KO | 55,265 | UNCH | $3,257 | | VANGUARD (VUG) |
10,476 |
-1,243 |
$3,257 | | VUG | 10,476 | -1,243 | $3,257 | | ISHARES (EFA) |
37,865 |
+8,874 |
$2,853 | | EFA | 37,865 | +8,874 | $2,853 | | ALPHABET INC |
18,024 |
-311 |
$2,518 | | GOOGL | 18,024 | -311 | $2,518 | | ISHARES (IJH) |
7,302 |
-712 |
$2,024 | | IJH | 7,302 | -712 | $2,024 | | ELI LILLY & CO |
3,456 |
UNCH |
$2,015 | | LLY | 3,456 | UNCH | $2,015 | | VANGUARD (BIV) |
22,249 |
UNCH |
$1,699 | | BIV | 22,249 | UNCH | $1,699 | | HOME DEPOT INC |
4,854 |
+39 |
$1,682 | | HD | 4,854 | +39 | $1,682 |
See Full List: All Stocks Held By United Bank
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By United Bank
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