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Annapolis Financial Services’s UnitedHealth UNH Stock Holding History

Annapolis Financial Services’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
2024
Q3 		$74.7K Buy
128
+8
+7% +$4.53K 0.02% 131
2024
Q2 		$61.1K Hold
120
– – 0.02% 139
2024
Q1 		$59.4K Buy
120
+44
+58% +$22.4K 0.02% 135
2023
Q4 		$40K Sell
76
-3
-4% -$1.6K 0.01% 219
2023
Q3 		$39.8K Buy
79
+22
+39% +$10.8K 0.01% 206
2023
Q2 		$27.4K Buy
57
+3
+6% +$1.47K 0.01% 238
2023
Q1 		$25.5K Sell
54
-1
-2% -$483 0.01% 228
2022
Q4 		$29.2K Sell
55
-44
-44% -$23.3K 0.01% 213
2022
Q3 		$50K Buy
99
+41
+71% +$21.6K 0.02% 175
2022
Q2 		$30K Buy
58
+1
+2% +$502 0.01% 216
2022
Q1 		$29K Hold
57
– – 0.01% 229
2021
Q4 		$28K Sell
57
-33
-37% -$14.9K 0.01% 240
2021
Q3 		$35K Buy
90
+33
+58% +$13.7K 0.01% 199
2021
Q2 		$23K Sell
57
-421
-88% -$168K 0.01% 213
2021
Q1 		$178K Buy
478
+1
+0.2% +$347 0.07% 96
2020
Q4 		$167K Buy
+477
New +$160K 0.06% 95

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Annapolis Financial Services's UNH Position: Q3 2024 in Review

Annapolis Financial Services increased its UnitedHealth (UNH) stake by 6.7% in Q3 2024, buying an estimated $4.53K and bringing the position to 128 shares worth $74.7K. The position accounts for 0.02% of the portfolio, ranked #131.

Annapolis Financial Services first reported a position in UNH in Q4 2020 and has held it in 16 quarters since. The position peaked at $178K in Q1 2021. 3,465 funds tracked by Wall St. Rank hold UNH as of Q3 2024.

  • Annapolis Financial Services held 128 shares of UnitedHealth worth $74.7K as of Q3 2024.
  • Annapolis Financial Services bought 8 UnitedHealth shares in Q3 2024, an estimated $4.53K.
  • UnitedHealth made up 0.02% of Annapolis Financial Services's portfolio in Q3 2024, its #131 holding.
  • Annapolis Financial Services first reported a position in UnitedHealth in Q4 2020 and has held it in 16 quarters since.
  • Annapolis Financial Services's UnitedHealth position peaked at $178K in Q1 2021.
  • 3,465 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.