- New Purchases: AMT, DE, ECL, ACN, NEE, PANW, DAL,
- Added Positions: TFC, CMCSA, XOM, GNR, T, EL, LLY, CVX, MA, DIS, XLV, FB, MMC, JPM, MDLZ, CVS, ZBH, KO, AMZN, HON, GD, MCD, NSC, PFE, TJX, ABT, BA, CRM, SO, ALL, VTV, BRK.B, V, ORCL, FDL, BMY,
- Reduced Positions: VNQ, XLF, C, AAPL, IVW, NKE, DUK, XLI, GOOGL, INTC, XLK, PEP, SBUX, LOW, SDY, JNJ, IJH, IJR, AGG,
- Sold Out: EFA, VWO, IGF, XLB, XLE,
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- VANGUARD INDEX FDS (VNQ) - 76,072 shares, 5.81% of the total portfolio. Shares reduced by 20.89%
- SPDR INDEX SHS FDS (GNR) - 105,997 shares, 3.81% of the total portfolio. Shares added by 9.52%
- Apple Inc (AAPL) - 10,708 shares, 3.80% of the total portfolio. Shares reduced by 9.08%
- Microsoft Corp (MSFT) - 17,508 shares, 3.47% of the total portfolio. Shares reduced by 0.44%
- SELECT SECTOR SPDR (XLK) - 32,162 shares, 3.27% of the total portfolio. Shares reduced by 5.66%
United Bank initiated holding in American Tower Corp. The purchase prices were between $206.97 and $267.39, with an estimated average price of $247.05. The stock is now traded at around $260.17. The impact to a portfolio due to this purchase was 1.04%. The holding were 4,143 shares as of .
New Purchase: Deere & Co (DE)United Bank initiated holding in Deere & Co. The purchase prices were between $125.82 and $168.81, with an estimated average price of $144.75. The stock is now traded at around $178.11. The impact to a portfolio due to this purchase was 0.59%. The holding were 3,864 shares as of .
New Purchase: Ecolab Inc (ECL)United Bank initiated holding in Ecolab Inc. The purchase prices were between $146.7 and $230.11, with an estimated average price of $192.94. The stock is now traded at around $189.31. The impact to a portfolio due to this purchase was 0.53%. The holding were 2,752 shares as of .
New Purchase: Accenture PLC (ACN)United Bank initiated holding in Accenture PLC. The purchase prices were between $152.15 and $217.32, with an estimated average price of $188.64. The stock is now traded at around $227.15. The impact to a portfolio due to this purchase was 0.45%. The holding were 2,135 shares as of .
New Purchase: NextEra Energy Inc (NEE)United Bank initiated holding in NextEra Energy Inc. The purchase prices were between $218.23 and $260.48, with an estimated average price of $239.44. The stock is now traded at around $285.05. The impact to a portfolio due to this purchase was 0.33%. The holding were 1,425 shares as of .
New Purchase: Palo Alto Networks Inc (PANW)United Bank initiated holding in Palo Alto Networks Inc. The purchase prices were between $162.66 and $239.86, with an estimated average price of $210.57. The stock is now traded at around $254.91. The impact to a portfolio due to this purchase was 0.32%. The holding were 1,437 shares as of .
Added: Truist Financial Corp (TFC)United Bank added to a holding in Truist Financial Corp by 898.50%. The purchase prices were between $27.21 and $46.37, with an estimated average price of $35.9. The stock is now traded at around $37.18. The impact to a portfolio due to this purchase was 2.56%. The holding were 77,763 shares as of .
Added: Exxon Mobil Corp (XOM)United Bank added to a holding in Exxon Mobil Corp by 54.22%. The purchase prices were between $37.53 and $54.74, with an estimated average price of $44.72. The stock is now traded at around $43.47. The impact to a portfolio due to this purchase was 0.42%. The holding were 27,360 shares as of .
Added: Comcast Corp (CMCSA)United Bank added to a holding in Comcast Corp by 50.78%. The purchase prices were between $32.42 and $43.12, with an estimated average price of $38.04. The stock is now traded at around $43.21. The impact to a portfolio due to this purchase was 0.42%. The holding were 32,668 shares as of .
Added: AT&T Inc (T)United Bank added to a holding in AT&T Inc by 49.32%. The purchase prices were between $27.46 and $33.23, with an estimated average price of $30.14. The stock is now traded at around $30.01. The impact to a portfolio due to this purchase was 0.33%. The holding were 34,035 shares as of .
Added: The Estee Lauder Companies Inc (EL)United Bank added to a holding in The Estee Lauder Companies Inc by 60.25%. The purchase prices were between $149.21 and $205.17, with an estimated average price of $178.17. The stock is now traded at around $199.42. The impact to a portfolio due to this purchase was 0.32%. The holding were 4,636 shares as of .
Added: Eli Lilly and Co (LLY)United Bank added to a holding in Eli Lilly and Co by 33.85%. The purchase prices were between $136.42 and $164.18, with an estimated average price of $153.12. The stock is now traded at around $154.85. The impact to a portfolio due to this purchase was 0.31%. The holding were 7,703 shares as of .
Sold Out: ISHARES TRUST (EFA)United Bank sold out a holding in ISHARES TRUST. The sale prices were between $50.19 and $63.75, with an estimated average price of $57.11.
Sold Out: VANGUARD INTL EQUI (VWO)United Bank sold out a holding in VANGUARD INTL EQUI. The sale prices were between $32.36 and $40.59, with an estimated average price of $36.92.
Sold Out: iShares Global Infrastructure ETF (IGF)United Bank sold out a holding in iShares Global Infrastructure ETF. The sale prices were between $32.1 and $42.75, with an estimated average price of $37.2.
Sold Out: SELECT SECTOR SPDR (XLB)United Bank sold out a holding in SELECT SECTOR SPDR. The sale prices were between $42.61 and $59.91, with an estimated average price of $52.5.
Sold Out: SELECT SECTOR SPDR (XLE)United Bank sold out a holding in SELECT SECTOR SPDR. The sale prices were between $27.62 and $46.86, with an estimated average price of $37.03.
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