- Added Positions: IJR, VO, IEF, GLW, CVX, CSCO, USB, VNQ, CLX, VTV, D, IJH, UNP, IRM, AMGN, MRK, VUG, VXUS, VZ, AR,
- Reduced Positions: JPM, AAPL, DVYE, MSFT, WM, PG, EEM, XOM, SDY, VTI, ZBH, DOV, DON, TFC, PNC, PM, MCD, MA, DLS, JNJ, PFE, BIV, AMZN, HD, IWR, NEE, ABC, CAT, ADP, BAH, ABBV, CONE, SPY, RTX, GIS, GOOGL, HON, IBM, INTC, CSX, KMB, MDLZ, BMY, PRU, DIS, GOOG, NKE, V, MO, APD, ADBE,
- Sold Out: DVY, DD, CVS, HFC, ITW, BAC, IWS, DOW, TXN, VWO, FB, WFC, TROW, TRV, ROK, PPG, MDU, LOW,
For the details of UNITED BANK 's stock buys and sells, go to https://www.gurufocus.com/guru/united+bank+/current-portfolio/portfolio
These are the top 5 holdings of UNITED BANK- iShares Core S&P Small-Cap (IJR) - 676,445 shares, 8.28% of the total portfolio. Shares added by 37.06%
- Hubbell Inc (HUBB) - 264,916 shares, 6.63% of the total portfolio.
- iShares 7-10 Year Treasury Bond ETF (IEF) - 222,147 shares, 5.89% of the total portfolio. Shares added by 9.75%
- United Bankshares Inc (UBSI) - 1,083,357 shares, 5.45% of the total portfolio. Shares added by 0.45%
- Microsoft Corp (MSFT) - 125,469 shares, 4.32% of the total portfolio. Shares reduced by 8.77%
United Bank added to a holding in iShares Core S&P Small-Cap by 37.06%. The purchase prices were between $48.88 and $85.12, with an estimated average price of $74.15. The stock is now traded at around $57.01. The impact to a portfolio due to this purchase was 2.24%. The holding were 676,445 shares as of .
Added: Vanguard Mid-Cap (VO)United Bank added to a holding in Vanguard Mid-Cap by 56.13%. The purchase prices were between $112.37 and $186.27, with an estimated average price of $167.2. The stock is now traded at around $145.51. The impact to a portfolio due to this purchase was 0.56%. The holding were 54,190 shares as of .
Added: Corning Inc (GLW)United Bank added to a holding in Corning Inc by 32.20%. The purchase prices were between $17.75 and $30.4, with an estimated average price of $26.23. The stock is now traded at around $19.68. The impact to a portfolio due to this purchase was 0.42%. The holding were 384,441 shares as of .
Added: Vanguard Real Estate (VNQ)United Bank added to a holding in Vanguard Real Estate by 135.29%. The purchase prices were between $56.91 and $99.57, with an estimated average price of $88.63. The stock is now traded at around $68.48. The impact to a portfolio due to this purchase was 0.14%. The holding were 15,929 shares as of .
Added: Vanguard Value (VTV)United Bank added to a holding in Vanguard Value by 21.12%. The purchase prices were between $76.76 and $121.42, with an estimated average price of $110.7. The stock is now traded at around $93.61. The impact to a portfolio due to this purchase was 0.09%. The holding were 26,664 shares as of .
Sold Out: iShares Select Dividend ETF (DVY)United Bank sold out a holding in iShares Select Dividend ETF. The sale prices were between $61.82 and $105.84, with an estimated average price of $94.35.
Sold Out: DuPont de Nemours Inc (DD)United Bank sold out a holding in DuPont de Nemours Inc. The sale prices were between $28.46 and $64.2, with an estimated average price of $49.25.
Sold Out: iShares Russell Mid-cap Value (IWS)United Bank sold out a holding in iShares Russell Mid-cap Value. The sale prices were between $53.85 and $95.87, with an estimated average price of $84.73.
Sold Out: CVS Health Corp (CVS)United Bank sold out a holding in CVS Health Corp. The sale prices were between $52.3 and $76.05, with an estimated average price of $67.09.
Sold Out: Illinois Tool Works Inc (ITW)United Bank sold out a holding in Illinois Tool Works Inc. The sale prices were between $118.09 and $190, with an estimated average price of $170.51.
Sold Out: Texas Instruments Inc (TXN)United Bank sold out a holding in Texas Instruments Inc. The sale prices were between $93.5 and $134.25, with an estimated average price of $120.51.
Reduced: iShares Emerging Markets Dividend Index Fund Excha (DVYE)United Bank reduced to a holding in iShares Emerging Markets Dividend Index Fund Excha by 54.43%. The sale prices were between $25.61 and $41.45, with an estimated average price of $35.96. The stock is now traded at around $29.95. The impact to a portfolio due to this sale was -0.36%. United Bank still held 42,670 shares as of .
Reduced: iShares MSCI Emerging Index Fund (EEM)United Bank reduced to a holding in iShares MSCI Emerging Index Fund by 41.81%. The sale prices were between $30.61 and $46.3, with an estimated average price of $41.03. The stock is now traded at around $36.17. The impact to a portfolio due to this sale was -0.15%. United Bank still held 27,536 shares as of .
Reduced: Zimmer Biomet Holdings Inc (ZBH)United Bank reduced to a holding in Zimmer Biomet Holdings Inc by 20.14%. The sale prices were between $80.63 and $160.4, with an estimated average price of $135.85. The stock is now traded at around $111.83. The impact to a portfolio due to this sale was -0.06%. United Bank still held 9,809 shares as of .
Reduced: Mastercard Inc (MA)United Bank reduced to a holding in Mastercard Inc by 38.79%. The sale prices were between $203.3 and $344.56, with an estimated average price of $298.41. The stock is now traded at around $274.03. The impact to a portfolio due to this sale was -0.03%. United Bank still held 860 shares as of .
Reduced: WisdomTree International SmallCap Fund (DLS)United Bank reduced to a holding in WisdomTree International SmallCap Fund by 28.55%. The sale prices were between $41.82 and $71.22, with an estimated average price of $61.92. The stock is now traded at around $50.35. The impact to a portfolio due to this sale was -0.03%. United Bank still held 6,285 shares as of .
Reduced: Mondelez International Inc (MDLZ)United Bank reduced to a holding in Mondelez International Inc by 23.69%. The sale prices were between $41.93 and $59.68, with an estimated average price of $54.28. The stock is now traded at around $49.70. The impact to a portfolio due to this sale was -0.01%. United Bank still held 4,507 shares as of .
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