AMJ Financial Wealth Management’s UnitedHealth UNH Stock Holding History

AMJ Financial Wealth Management’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	–	Sell	-425	Closed	-$225K	–	70
2022 Q4	$225K	Hold	425	–	–	0.13%	53
2022 Q3	$215K	Buy	+425	New	+$223K	0.14%	49
2022 Q2	–	Sell	-604	Closed	-$308K	–	87
2022 Q1	$308K	Hold	604	–	–	0.12%	70
2021 Q4	$303K	Sell	604 -28	-4%	-$12.7K	0.11%	76
2021 Q3	$247K	Sell	632 -36	-5%	-$14.9K	0.1%	83
2021 Q2	$267K	Buy	668 +78	+13%	+$31.1K	0.12%	83
2021 Q1	$220K	Sell	590 -1,474	-71%	-$511K	0.11%	80
2020 Q4	$724K	Sell	2,064 -142	-6%	-$47.6K	0.37%	47
2020 Q3	$688K	Buy	2,206 +34	+2%	+$10.4K	0.41%	40
2020 Q2	$641K	Buy	+2,172	New	+$622K	0.44%	42

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

AMJ Financial Wealth Management's UNH Position: Q1 2023 in Review

AMJ Financial Wealth Management sold out of UnitedHealth (UNH) in Q1 2023, closing a stake of 425 shares — an estimated $225K sold.

AMJ Financial Wealth Management first reported a position in UNH in Q2 2020 and held it in 10 quarters. The position peaked at $724K in Q4 2020. 3,110 funds tracked by Wall St. Rank hold UNH as of Q1 2023.

AMJ Financial Wealth Management reported no remaining UnitedHealth position as of Q1 2023 after selling out during the quarter.
AMJ Financial Wealth Management sold 425 UnitedHealth shares in Q1 2023, an estimated $225K.
AMJ Financial Wealth Management first reported a position in UnitedHealth in Q2 2020 and held it in 10 quarters.
AMJ Financial Wealth Management's UnitedHealth position peaked at $724K in Q4 2020.
3,110 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2023.

Based on AMJ Financial Wealth Management's 13F filing for Q1 2023, filed 2 May 2023.