UNITED BANK

MCLEAN, VA Banks How do I update this listing?

United Bank is based out of Mclean. Their last reported 13F filing for Q2 2020 included $551,834,000 in managed 13F securities and a top 10 holdings concentration of 45.52%. United Bank's largest holding is iShares Core S&P Small-Cap ETF-iShares Core S&P Small-Cap ETF with shares held of 714,217. Whalewisdom has at least 64 13F filings

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06/30/2020

13F Activity

  • Market Value $551.834 Million
  • Prior Market Value $460.797 Million
  • New Purchases17 stocks
  • Additional Purchases43 stocks
  • Sold out of1 stock
  • Reduced holdings in33 stocks
  • Top 10 Holdings % 45.52 %
  • Turnover % [1]:13.33%
  • Turnover Alt % [2]: 4.75 %
  • Time Held Top20:14.05 quarters
  • Time Held Top10:10.30 quarters
  • Time Held All:11.52 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 22.87%
Performance Last 4 Quarters: 2.03%
Performance Metrics
Stats are not available for the latest quarter

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Insider Transactions in the past year

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