AFS Financial Group’s UnitedHealth UNH Stock Holding History

AFS Financial Group’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 Q4	–	Sell	-401	Closed	-$202K	–	97
2023 Q3	$202K	Buy	+401	New	+$197K	0.14%	90

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

Morgan Stanley New York $1.66T AUM 25.57% 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

AFS Financial Group's UNH Position: Q4 2023 in Review

AFS Financial Group sold out of UnitedHealth (UNH) in Q4 2023, closing a stake of 401 shares — an estimated $202K sold.

AFS Financial Group first reported a position in UNH in Q3 2023 and held it in 1 quarter. The position peaked at $202K in Q3 2023. 3,411 funds tracked by Wall St. Rank hold UNH as of Q4 2023.

AFS Financial Group reported no remaining UnitedHealth position as of Q4 2023 after selling out during the quarter.
AFS Financial Group sold 401 UnitedHealth shares in Q4 2023, an estimated $202K.
AFS Financial Group first reported a position in UnitedHealth in Q3 2023 and held it in 1 quarter.
AFS Financial Group's UnitedHealth position peaked at $202K in Q3 2023.
3,411 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2023.

Based on AFS Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.