13F Filings History of Unified Trust Company, N.A.

Latest 13F report
Q3 2021 - 23 Nov 2021
Value $
$339,290,000
Signature - Title
Marty Lautner - CFO
Location
Lexington, KY
Summary
This page shows a list of all the recent 13F filings made by Unified Trust Company, N.A.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Unified Trust Company, N.A. reported 83 stock holdings with total value $339,290,000 as of Q3 2021. Top holdings included DGRO, VB, AAPL, MSFT, and JPM.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2021 83 $339,290,000 +$12,563,522 -$9,093,192 +$3,470,330 DGRO, VB, AAPL, MSFT, JPM 13F-HR 23 Nov 2021, 13:17
Q2 2021 81 $337,430,000 +$17,702,051 -$451,439 +$17,250,612 DGRO, VB, AAPL, UNH, MSFT 13F-HR 13 Aug 2021, 16:54
Q1 2021 77 $306,910,000 +$133,513,361 -$4,609,544 +$128,903,817 DGRO, VB, AAPL, JPM, UNH 13F-HR 28 May 2021, 16:18
Q4 2020 56 $168,700,000 +$12,756,711 -$2,979,950 +$9,776,761 VB, AAPL, DIS, TJX, UNH 13F-HR 20 Jan 2021, 13:20
Q3 2020 56 $140,972,000 +$7,122,852 -$3,952,683 +$3,170,169 VB, AAPL, LIN, UNH, MSFT 13F-HR 12 Nov 2020, 14:42
Q2 2020 54 $132,855,000 +$21,469,754 -$56,774,410 -$35,304,656 VB, AAPL, UNH, MSFT, LIN 13F-HR 04 Aug 2020, 16:43
Q1 2020 54 $150,061,000 +$28,519,905 -$4,801,453 +$23,718,452 SPXU, XSLV, MSFT, JNJ, AAPL Restatement 12 May 2020, 14:14
Q4 2019 58 $161,032,000 +$3,567,898 -$2,188,403 +$1,379,495 XSLV, AAPL, JPM, MSFT, JNJ Restatement 27 Jan 2020, 16:54
Q3 2019 58 $149,518,000 +$13,842,775 -$10,689,237 +$3,153,538 XSLV, AAPL, JPM, MSFT, JNJ 13F-HR 12 Nov 2019, 16:43
Q2 2019 50 $143,634,000 +$4,622,408 -$18,161 +$4,604,247 XSLV, MSFT, JNJ, LIN, AAPL 13F-HR 14 Aug 2019, 20:02
Q1 2019 50 $133,511,000 +$17,201,654 -$6,384,156 +$10,817,498 XSLV, JNJ, AAPL, MMM, ABT 13F-HR 14 May 2019, 14:12
Q4 2018 50 $109,938,000 $0 $0 $0 XSLV, JNJ, UNH, LIN, MMM 13F-HR 13 Feb 2019, 15:29