Ayalon Insurance Company’s UnitedHealth UNH Stock Holding History

Ayalon Insurance Company’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 Q2	–	Sell	-70	Closed	-$33K	–	109
2023 Q1	$33K	Sell	70 -1,440	-95%	-$695K	0.01%	88
2022 Q4	$801K	Hold	1,510	–	–	0.38%	64
2022 Q3	$763K	Sell	1,510 -880	-37%	-$463K	0.36%	59
2022 Q2	$1.23M	Hold	2,390	–	–	0.58%	43
2022 Q1	$1.22M	Buy	+2,390	New	+$1.15M	0.41%	66
2019 Q3	–	Sell	-4,075	Closed	-$989K	–	120
2019 Q2	$989K	Buy	+4,075	New	+$980K	0.67%	40
2019 Q1	–	Sell	-3,800	Closed	-$947K	–	108
2018 Q4	$947K	Hold	3,800	–	–	0.76%	35
2018 Q3	$1.03M	Hold	3,800	–	–	0.82%	33
2018 Q2	$932K	Buy	+3,800	New	+$912K	0.78%	31

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

Ayalon Insurance Company's UNH Position: Q2 2023 in Review

Ayalon Insurance Company sold out of UnitedHealth (UNH) in Q2 2023, closing a stake of 70 shares — an estimated $33K sold.

Ayalon Insurance Company first reported a position in UNH in Q2 2018 and held it in 9 quarters. The position peaked at $1.23M in Q2 2022. 3,128 funds tracked by Wall St. Rank hold UNH as of Q2 2023.

Ayalon Insurance Company reported no remaining UnitedHealth position as of Q2 2023 after selling out during the quarter.
Ayalon Insurance Company sold 70 UnitedHealth shares in Q2 2023, an estimated $33K.
Ayalon Insurance Company first reported a position in UnitedHealth in Q2 2018 and held it in 9 quarters.
Ayalon Insurance Company's UnitedHealth position peaked at $1.23M in Q2 2022.
3,128 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2023.

Based on Ayalon Insurance Company's 13F filing for Q2 2023, filed 17 Jul 2023.