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United Bank Buys Air Products & Chemicals Inc, Truist Financial Corp, DocGo Inc, Sells Clorox Co, Southwest Airlines Co, Netflix Inc

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Feb 17, 2022
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Investment company United Bank (Current Portfolio) buys Air Products & Chemicals Inc, Truist Financial Corp, DocGo Inc, iShares Core S&P 500 ETF, iShares Russell 1000 ETF, sells Clorox Co, Southwest Airlines Co, Netflix Inc, PayPal Holdings Inc, S&P Global Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, United Bank. As of 2021Q4, United Bank owns 163 stocks with a total value of $814 million. These are the details of the buys and sells.

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
  1. iShares Core S&P Small-Cap ETF (IJR) - 570,163 shares, 8.02% of the total portfolio. Shares added by 0.16%
  2. Hubbell Inc (HUBB) - 305,476 shares, 7.82% of the total portfolio.
  3. Schwab U.S. Tips ETF (SCHP) - 791,859 shares, 6.12% of the total portfolio. Shares added by 3.23%
  4. Apple Inc (AAPL) - 242,548 shares, 5.29% of the total portfolio. Shares reduced by 2.38%
  5. Microsoft Corp (MSFT) - 121,413 shares, 5.02% of the total portfolio. Shares reduced by 1.68%
New Purchase: DocGo Inc (DCGO)

United Bank initiated holding in DocGo Inc. The purchase prices were between $7.64 and $10.1, with an estimated average price of $8.74. The stock is now traded at around $7.475000. The impact to a portfolio due to this purchase was 0.13%. The holding were 109,159 shares as of 2021-12-31.

New Purchase: iShares Core S&P 500 ETF (IVV)

United Bank initiated holding in iShares Core S&P 500 ETF. The purchase prices were between $428.93 and $479.53, with an estimated average price of $460.12. The stock is now traded at around $443.130000. The impact to a portfolio due to this purchase was 0.06%. The holding were 996 shares as of 2021-12-31.

New Purchase: Liberty Formula One Group (FWONK)

United Bank initiated holding in Liberty Formula One Group. The purchase prices were between $52.02 and $63.24, with an estimated average price of $58.25. The stock is now traded at around $63.320000. The impact to a portfolio due to this purchase was 0.03%. The holding were 3,300 shares as of 2021-12-31.

New Purchase: Linde PLC (LIN)

United Bank initiated holding in Linde PLC. The purchase prices were between $294.65 and $346.43, with an estimated average price of $324.66. The stock is now traded at around $300.100000. The impact to a portfolio due to this purchase was 0.03%. The holding were 683 shares as of 2021-12-31.

New Purchase: iShares Russell 1000 ETF (IWB)

United Bank initiated holding in iShares Russell 1000 ETF. The purchase prices were between $240.61 and $266.02, with an estimated average price of $257.01. The stock is now traded at around $244.930000. The impact to a portfolio due to this purchase was 0.03%. The holding were 825 shares as of 2021-12-31.

New Purchase: Tesla Inc (TSLA)

United Bank initiated holding in Tesla Inc. The purchase prices were between $780.59 and $1229.91, with an estimated average price of $1012.35. The stock is now traded at around $887.420000. The impact to a portfolio due to this purchase was 0.03%. The holding were 229 shares as of 2021-12-31.

Added: Air Products & Chemicals Inc (APD)

United Bank added to a holding in Air Products & Chemicals Inc by 1275.86%. The purchase prices were between $255.99 and $314.27, with an estimated average price of $294.3. The stock is now traded at around $243.320000. The impact to a portfolio due to this purchase was 1.63%. The holding were 46,972 shares as of 2021-12-31.

Added: Truist Financial Corp (TFC)

United Bank added to a holding in Truist Financial Corp by 45.32%. The purchase prices were between $55.67 and $65.14, with an estimated average price of $61.08. The stock is now traded at around $63.455000. The impact to a portfolio due to this purchase was 0.15%. The holding were 67,742 shares as of 2021-12-31.

Added: Altria Group Inc (MO)

United Bank added to a holding in Altria Group Inc by 37.40%. The purchase prices were between $42.64 and $48.7, with an estimated average price of $45.81. The stock is now traded at around $51.245000. The impact to a portfolio due to this purchase was 0.02%. The holding were 13,721 shares as of 2021-12-31.

Sold Out: Clorox Co (CLX)

United Bank sold out a holding in Clorox Co. The sale prices were between $158.99 and $178.17, with an estimated average price of $166.8.

Sold Out: Netflix Inc (NFLX)

United Bank sold out a holding in Netflix Inc. The sale prices were between $586.73 and $691.69, with an estimated average price of $639.23.

Sold Out: Taiwan Semiconductor Manufacturing Co Ltd (TSM)

United Bank sold out a holding in Taiwan Semiconductor Manufacturing Co Ltd. The sale prices were between $109.02 and $124.75, with an estimated average price of $117.32.

Sold Out: S&P Global Inc (SPGI)

United Bank sold out a holding in S&P Global Inc. The sale prices were between $415.85 and $478.97, with an estimated average price of $458.25.

Sold Out: (ADMS)

United Bank sold out a holding in . The sale prices were between $4.51 and $8.23, with an estimated average price of $7.66.

Reduced: Southwest Airlines Co (LUV)

United Bank reduced to a holding in Southwest Airlines Co by 45.09%. The sale prices were between $39.36 and $55.06, with an estimated average price of $46.75. The stock is now traded at around $46.950000. The impact to a portfolio due to this sale was -0.08%. United Bank still held 14,513 shares as of 2021-12-31.

Reduced: PayPal Holdings Inc (PYPL)

United Bank reduced to a holding in PayPal Holdings Inc by 26.39%. The sale prices were between $179.32 and $271.7, with an estimated average price of $214.83. The stock is now traded at around $107.220000. The impact to a portfolio due to this sale was -0.03%. United Bank still held 2,650 shares as of 2021-12-31.

Reduced: Consolidated Edison Inc (ED)

United Bank reduced to a holding in Consolidated Edison Inc by 27.84%. The sale prices were between $72.89 and $85.32, with an estimated average price of $78.77. The stock is now traded at around $81.480000. The impact to a portfolio due to this sale was -0.02%. United Bank still held 5,850 shares as of 2021-12-31.

Reduced: Charter Communications Inc (CHTR)

United Bank reduced to a holding in Charter Communications Inc by 32.97%. The sale prices were between $605.55 and $747.79, with an estimated average price of $679.38. The stock is now traded at around $599.075000. The impact to a portfolio due to this sale was -0.02%. United Bank still held 370 shares as of 2021-12-31.

Reduced: Aflac Inc (AFL)

United Bank reduced to a holding in Aflac Inc by 20.4%. The sale prices were between $52.77 and $58.79, with an estimated average price of $56.13. The stock is now traded at around $63.740000. The impact to a portfolio due to this sale was -0.01%. United Bank still held 3,902 shares as of 2021-12-31.



Here is the complete portfolio of UNITED BANK. Also check out:

1. UNITED BANK's Undervalued Stocks
2. UNITED BANK's Top Growth Companies, and
3. UNITED BANK's High Yield stocks
4. Stocks that UNITED BANK keeps buying
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