Advanced Research Investment Solutions’s UnitedHealth UNH Stock Holding History

Advanced Research Investment Solutions’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-523	Closed	-$251K	–	34
2023 Q2	$251K	Buy	+523	New	+$256K	0.14%	29
2022 Q4	–	Sell	-505	Closed	-$255K	–	142
2022 Q3	$255K	Buy	505 +330	+189%	+$174K	0.16%	24
2022 Q2	$90K	Sell	175 -309	-64%	-$155K	0.05%	36
2022 Q1	$247K	Buy	484 +126	+35%	+$60.8K	0.1%	33
2021 Q4	$179K	Hold	358	–	–	0.07%	53
2021 Q3	$140K	Buy	358 +309	+631%	+$128K	0.07%	37
2021 Q2	$20K	Hold	49	–	–	0.02%	41
2021 Q1	$18K	Hold	49	–	–	0.02%	36
2020 Q4	$17K	Buy	49 +5	+11%	+$1.68K	0.03%	32
2020 Q3	$14K	Hold	44	–	–	0.03%	18
2020 Q2	$13K	Hold	44	–	–	0.03%	14
2020 Q1	$11K	Hold	44	–	–	0.03%	14
2019 Q4	$12.9K	Buy	+44	New	+$11.5K	0.1%	15

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advanced Research Investment Solutions's UNH Position: Q3 2023 in Review

Advanced Research Investment Solutions sold out of UnitedHealth (UNH) in Q3 2023, closing a stake of 523 shares — an estimated $251K sold.

Advanced Research Investment Solutions first reported a position in UNH in Q4 2019 and held it in 13 quarters. The position peaked at $255K in Q3 2022. 3,137 funds tracked by Wall St. Rank hold UNH as of Q3 2023.

Advanced Research Investment Solutions reported no remaining UnitedHealth position as of Q3 2023 after selling out during the quarter.
Advanced Research Investment Solutions sold 523 UnitedHealth shares in Q3 2023, an estimated $251K.
Advanced Research Investment Solutions first reported a position in UnitedHealth in Q4 2019 and held it in 13 quarters.
Advanced Research Investment Solutions's UnitedHealth position peaked at $255K in Q3 2022.
3,137 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2023.

Based on Advanced Research Investment Solutions's 13F filing for Q3 2023, filed 9 Nov 2023.