Antonetti Capital Management’s UnitedHealth UNH Stock Holding History

Antonetti Capital 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 Q3	$323K	Sell	640 -1	-0.2%	-$492	0.5%	27
2023 Q2	$308K	Hold	641	–	–	0.44%	33
2023 Q1	$303K	Buy	641 +75	+13%	+$36.2K	0.44%	32
2022 Q4	$300K	Sell	566 -4	-0.7%	-$2.12K	0.41%	37
2022 Q3	$288K	Sell	570 -74	-11%	-$38.9K	0.33%	38
2022 Q2	$331K	Sell	644 -372	-37%	-$187K	0.35%	36
2022 Q1	$518K	Sell	1,016 -366	-26%	-$177K	0.49%	31
2021 Q4	$694K	Buy	1,382 +8	+0.6%	+$3.62K	0.54%	31
2021 Q3	$537K	Buy	+1,374	New	+$569K	0.44%	35
2014 Q3	–	Sell	-935	Closed	-$76K	–	203
2014 Q2	$76K	Sell	935 -1,430	-60%	-$113K	0.06%	82
2014 Q1	$194K	Hold	2,365	–	–	0.17%	52
2013 Q4	$178K	Sell	2,365 -225	-9%	-$16.2K	0.16%	64
2013 Q3	$185K	Buy	2,590 +2,465	+1,972%	+$176K	0.19%	78
2013 Q2	$8K	Buy	+125	New	+$7.78K	0.01%	245

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Antonetti Capital Management's UNH Position: Q3 2023 in Review

Antonetti Capital Management reduced its UnitedHealth (UNH) stake by 0.16% in Q3 2023, selling an estimated $492 and leaving 640 shares worth $323K. The position accounts for 0.5% of the portfolio, ranked #27.

Antonetti Capital Management first reported a position in UNH in Q2 2013 and has held it in 14 quarters since. The position peaked at $694K in Q4 2021. 3,137 funds tracked by Wall St. Rank hold UNH as of Q3 2023.

Antonetti Capital Management held 640 shares of UnitedHealth worth $323K as of Q3 2023.
Antonetti Capital Management sold 1 UnitedHealth share in Q3 2023, an estimated $492.
UnitedHealth made up 0.5% of Antonetti Capital Management's portfolio in Q3 2023, its #27 holding.
Antonetti Capital Management first reported a position in UnitedHealth in Q2 2013 and has held it in 14 quarters since.
Antonetti Capital Management's UnitedHealth position peaked at $694K in Q4 2021.
3,137 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2023.

Based on Antonetti Capital Management's 13F filing for Q3 2023, filed 9 Nov 2023.