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Advisor Partners II’s UnitedHealth UNH Stock Holding History

Advisor Partners II’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 		$29.8M Buy
59,014
+4,794
+9% +$2.36M 1.19% 7
2023
Q2 		$26.1M Buy
54,220
+5,695
+12% +$2.78M 1.22% 7
2023
Q1 		$22.9M Sell
48,525
-569
-1% -$275K 1.26% 6
2022
Q4 		$26M Buy
49,094
+3,415
+7% +$1.81M 1.62% 3
2022
Q3 		$23.1M Buy
+45,679
New +$24M 1.74% 4

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisor Partners II's UNH Position: Q3 2023 in Review

Advisor Partners II increased its UnitedHealth (UNH) stake by 8.8% in Q3 2023, buying an estimated $2.36M and bringing the position to 59,014 shares worth $29.8M. The position accounts for 1.19% of the portfolio, ranked #7.

Advisor Partners II first reported a position in UNH in Q3 2022 and has held it in 5 quarters since. 3,137 funds tracked by Wall St. Rank hold UNH as of Q3 2023.

  • Advisor Partners II held 59,014 shares of UnitedHealth worth $29.8M as of Q3 2023.
  • Advisor Partners II bought 4,794 UnitedHealth shares in Q3 2023, an estimated $2.36M.
  • UnitedHealth made up 1.19% of Advisor Partners II's portfolio in Q3 2023, its #7 holding.
  • Advisor Partners II first reported a position in UnitedHealth in Q3 2022 and has held it in 5 quarters since.
  • 3,137 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.