United Bank is based out of Vienna. Their last reported 13F filing for Q4 2023 included $796,600,636 in managed 13F securities
and a top 10 holdings concentration of 44.8%. United Bank's largest holding is Hubbell Inc Class B with shares held of 299,965. Whalewisdom has at least 78 13F filings
Confidential Treatment - This manager
has obtained confidential treatment for one or
more investments in the most recent 13F filing.
2023-12-31
Top Buys (13F)
| Name | % Change |
|---|---|
| EMXC iShares MSCI Emergin | 4.19% |
| EOG EOG Resources Inc | 1.72% |
| AAPL Apple Inc | 0.92% |
| IJR iShares Core S&P Sma | 0.53% |
| JPM JPMorgan Chase & Co. | 0.24% |
2023-12-31
Top Sells (13F)
| Name | % Change |
|---|---|
| IGSB BTC iShares 1-3 Year | 4.13% |
| SUB iShares Short-Term N | 2.18% |
| UNP Union Pacific Corp. | 1.98% |
| VWO VANGUARD EMERGING MA | 0.31% |
| XOM ExxonMobil Corp. (St | 0.29% |
2023-12-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| HUBB Hubbell Inc Class B | 12.39% |
| AAPL Apple Inc | 5.1% |
| IJR iShares Core S&P Sma | 4.79% |
| MSFT Microsoft Corp. | 4.7% |
| EMXC iShares MSCI Emergin | 4.19% |
Confidential Treatment - Holdings omitted in latest filing.
2023-12-31
13F Activity
| Market Value | $0.80b, Prior: $0.76b |
| New Purchases | 8 stocks |
| Added To | 20 stocks |
| Sold out of | 6 stocks |
| Reduced holdings in | 59 stocks |
| Top 10 Holdings % | 44.8% |
| Turnover %[1] | 9.46% |
| Turnover Alt %[2] | 7.41% |
| Time Held Top 20 | 19.85 quarters |
| Time Held Top 10 | 17.6 quarters |
| Time Held All | 19.97 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.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31