Arvest Trust’s UnitedHealth UNH Stock Holding History

Arvest Trust’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 Q2	$1.11M	Sell	2,183 -120	-5%	-$58.8K	0.07%	101
2024 Q1	$1.14M	Sell	2,303 -120	-5%	-$61K	0.06%	102
2023 Q4	$1.28M	Buy	2,423 +147	+6%	+$78.4K	0.08%	99
2023 Q3	$1.15M	Buy	2,276 +177	+8%	+$87.1K	0.07%	97
2023 Q2	$1.06M	Sell	2,099 -53	-2%	-$25.9K	0.06%	100
2023 Q1	$1.02M	Buy	2,152 +138	+7%	+$66.6K	0.06%	93
2022 Q4	$1.07M	Buy	2,014 +24	+1%	+$12.7K	0.07%	94
2022 Q3	$1M	Sell	1,990 -71	-3%	-$37.3K	0.07%	99
2022 Q2	$1.06M	Sell	2,061 -157	-7%	-$78.8K	0.07%	95
2022 Q1	$1.13M	Sell	2,218 -54	-2%	-$26K	0.06%	89
2021 Q4	$1.14M	Buy	+2,272	New	+$1.03M	0.06%	83

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arvest Trust's UNH Position: Q2 2024 in Review

Arvest Trust reduced its UnitedHealth (UNH) stake by 5.2% in Q2 2024, selling an estimated $58.8K and leaving 2,183 shares worth $1.11M. The position accounts for 0.07% of the portfolio, ranked #101.

Arvest Trust first reported a position in UNH in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.28M in Q4 2023. 3,395 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

Arvest Trust held 2,183 shares of UnitedHealth worth $1.11M as of Q2 2024.
Arvest Trust sold 120 UnitedHealth shares in Q2 2024, an estimated $58.8K.
UnitedHealth made up 0.07% of Arvest Trust's portfolio in Q2 2024, its #101 holding.
Arvest Trust first reported a position in UnitedHealth in Q4 2021 and has held it in 11 quarters since.
Arvest Trust's UnitedHealth position peaked at $1.28M in Q4 2023.
3,395 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on Arvest Trust's 13F filing for Q2 2024, filed 9 Aug 2024.