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AlphaQ Advisors’s UnitedHealth UNH Stock Holding History

AlphaQ Advisors’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
-488
Closed -$246K – 196
2023
Q3 		$246K Sell
488
-40
-8% -$19.7K 0.21% 138
2023
Q2 		$254K Hold
528
– – 0.19% 148
2023
Q1 		$250K Sell
528
-1,563
-75% -$754K 0.21% 133
2022
Q4 		$1.11M Buy
+2,091
New +$1.11M 0.96% 28

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

AlphaQ Advisors's UNH Position: Q4 2023 in Review

AlphaQ Advisors sold out of UnitedHealth (UNH) in Q4 2023, closing a stake of 488 shares — an estimated $246K sold.

AlphaQ Advisors first reported a position in UNH in Q4 2022 and held it in 4 quarters. The position peaked at $1.11M in Q4 2022. 3,411 funds tracked by Wall St. Rank hold UNH as of Q4 2023.

  • AlphaQ Advisors reported no remaining UnitedHealth position as of Q4 2023 after selling out during the quarter.
  • AlphaQ Advisors sold 488 UnitedHealth shares in Q4 2023, an estimated $246K.
  • AlphaQ Advisors first reported a position in UnitedHealth in Q4 2022 and held it in 4 quarters.
  • AlphaQ Advisors's UnitedHealth position peaked at $1.11M in Q4 2022.
  • 3,411 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2023.

Based on AlphaQ Advisors's 13F filing for Q4 2023, filed 29 Jan 2024.