AFM
UNH icon

Andesa Financial Management’s UnitedHealth UNH Stock Holding History

Andesa Financial 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 		$274K Buy
3,317
+660
+25% +$318K 0.14% 105
2022
Q4 		$1.41M Sell
2,657
-502
-16% -$266K 0.77% 48
2022
Q3 		$1.6M Buy
3,159
+610
+24% +$321K 0.56% 51
2022
Q2 		$1.31M Buy
2,549
+126
+5% +$63.3K 0.83% 42
2022
Q1 		$1.24M Buy
2,423
+127
+6% +$61.3K 0.67% 47
2021
Q4 		$1.15M Buy
2,296
+120
+6% +$54.3K 0.57% 52
2021
Q3 		$848K Buy
2,176
+11
+0.5% +$4.56K 0.46% 58
2021
Q2 		$866K Sell
2,165
-87
-4% -$34.7K 0.26% 71
2021
Q1 		$838K Buy
2,252
+708
+46% +$245K 0.27% 69
2020
Q4 		$541K Sell
1,544
-1,191
-44% -$399K 0.35% 68
2020
Q3 		$853K Buy
2,735
+984
+56% +$302K 0.35% 62
2020
Q2 		$513K Buy
1,751
+367
+27% +$105K 0.46% 57
2020
Q1 		$341K Sell
1,384
-376
-21% -$103K 0.38% 60
2019
Q4 		$518K Sell
1,760
-116
-6% -$30.3K 0.45% 55
2019
Q3 		$409K Sell
1,876
-196
-9% -$47.3K 0.4% 62
2019
Q2 		$504K Sell
2,072
-2,040
-50% -$491K 0.48% 53
2019
Q1 		$1.01M Buy
4,112
+3,078
+298% +$785K 0.5% 43
2018
Q4 		$258K Buy
+1,034
New +$273K 0.31% 79

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Andesa Financial Management's UNH Position: Q1 2023 in Review

Andesa Financial Management increased its UnitedHealth (UNH) stake by 25% in Q1 2023, buying an estimated $318K and bringing the position to 3,317 shares worth $274K. The position accounts for 0.14% of the portfolio, ranked #105.

Andesa Financial Management first reported a position in UNH in Q4 2018 and has held it in 18 quarters since. The position peaked at $1.6M in Q3 2022. 3,110 funds tracked by Wall St. Rank hold UNH as of Q1 2023.

  • Andesa Financial Management held 3,317 shares of UnitedHealth worth $274K as of Q1 2023.
  • Andesa Financial Management bought 660 UnitedHealth shares in Q1 2023, an estimated $318K.
  • UnitedHealth made up 0.14% of Andesa Financial Management's portfolio in Q1 2023, its #105 holding.
  • Andesa Financial Management first reported a position in UnitedHealth in Q4 2018 and has held it in 18 quarters since.
  • Andesa Financial Management's UnitedHealth position peaked at $1.6M in Q3 2022.
  • 3,110 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2023.

Based on Andesa Financial Management's 13F filing for Q1 2023, filed 5 May 2023.