Ahrens Investment Partners’s UnitedHealth UNH Stock Holding History

Ahrens Investment Partners’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 Q1	$211K	Sell	447 -141	-24%	-$68K	0.1%	134
2022 Q4	$312K	Sell	588 -149	-20%	-$78.9K	0.14%	114
2022 Q3	$372K	Buy	737 +126	+21%	+$66.3K	0.2%	95
2022 Q2	$314K	Sell	611 -192	-24%	-$96.4K	0.14%	121
2022 Q1	$409K	Sell	803 -484	-38%	-$233K	0.13%	122
2021 Q4	$646K	Buy	+1,287	New	+$583K	0.29%	76
2020 Q3	–	Sell	-970	Closed	-$286K	–	201
2020 Q2	$286K	Buy	+970	New	+$278K	0.17%	106

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Ahrens Investment Partners's UNH Position: Q1 2023 in Review

Ahrens Investment Partners reduced its UnitedHealth (UNH) stake by 24% in Q1 2023, selling an estimated $68K and leaving 447 shares worth $211K. The position accounts for 0.1% of the portfolio, ranked #134.

Ahrens Investment Partners first reported a position in UNH in Q2 2020 and has held it in 7 quarters since. The position peaked at $646K in Q4 2021. 3,110 funds tracked by Wall St. Rank hold UNH as of Q1 2023.

Ahrens Investment Partners held 447 shares of UnitedHealth worth $211K as of Q1 2023.
Ahrens Investment Partners sold 141 UnitedHealth shares in Q1 2023, an estimated $68K.
UnitedHealth made up 0.1% of Ahrens Investment Partners's portfolio in Q1 2023, its #134 holding.
Ahrens Investment Partners first reported a position in UnitedHealth in Q2 2020 and has held it in 7 quarters since.
Ahrens Investment Partners's UnitedHealth position peaked at $646K in Q4 2021.
3,110 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.