Alterity Financial Group’s UnitedHealth UNH Stock Holding History

Alterity 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	$635K	Hold	1,207	–	–	0.91%	32
2023 Q3	$609K	Buy	1,207 +15	+1%	+$7.38K	0.96%	32
2023 Q2	$573K	Buy	1,192 +45	+4%	+$22K	0.83%	34
2023 Q1	$542K	Buy	1,147 +30	+3%	+$14.5K	0.79%	37
2022 Q4	$592K	Sell	1,117 -24	-2%	-$12.7K	0.96%	34
2022 Q3	$576K	Buy	1,141 +65	+6%	+$34.2K	0.93%	32
2022 Q2	$553K	Buy	+1,076	New	+$540K	0.82%	38
2021 Q4	$540K	Buy	+1,076	New	+$487K	0.58%	52
2021 Q1	$549K	Buy	+1,076	New	+$373K	0.66%	45

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

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

Alterity Financial Group held its UnitedHealth (UNH) position steady in Q4 2023 at 1,207 shares worth $635K. The position accounts for 0.91% of the portfolio, ranked #32.

Alterity Financial Group first reported a position in UNH in Q1 2021 and has held it in 9 quarters since. 3,411 funds tracked by Wall St. Rank hold UNH as of Q4 2023.

Alterity Financial Group held 1,207 shares of UnitedHealth worth $635K as of Q4 2023.
Alterity Financial Group left its UnitedHealth share count unchanged in Q4 2023.
UnitedHealth made up 0.91% of Alterity Financial Group's portfolio in Q4 2023, its #32 holding.
Alterity Financial Group first reported a position in UnitedHealth in Q1 2021 and has held it in 9 quarters since.
3,411 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2023.

Based on Alterity Financial Group's 13F filing for Q4 2023, filed 18 Jan 2024.