Baldrige Asset Management’s UnitedHealth UNH Stock Holding History

Baldrige Asset 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	$61K	Buy	130 +5	+4%	+$2.41K	0.03%	166
2022 Q4	$66K	Hold	125	–	–	0.03%	162
2022 Q3	$63K	Hold	125	–	–	0.03%	156
2022 Q2	$64K	Hold	125	–	–	0.03%	157
2022 Q1	$64K	Sell	125 -42	-25%	-$20.3K	0.03%	155
2021 Q4	$84K	Hold	167	–	–	0.03%	142
2021 Q3	$65K	Hold	167	–	–	0.03%	149
2021 Q2	$67K	Buy	+167	New	+$66.6K	0.03%	147
2020 Q1	–	Sell	-181	Closed	-$53K	–	86
2019 Q4	$53K	Sell	181 -11	-6%	-$2.88K	0.04%	77
2019 Q3	$42K	Hold	192	–	–	0.04%	75
2019 Q2	$47K	Hold	192	–	–	0.04%	72
2019 Q1	$47K	Buy	+192	New	+$49K	0.05%	70

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Baldrige Asset Management's UNH Position: Q1 2023 in Review

Baldrige Asset Management increased its UnitedHealth (UNH) stake by 4% in Q1 2023, buying an estimated $2.41K and bringing the position to 130 shares worth $61K. The position accounts for 0.03% of the portfolio, ranked #166.

Baldrige Asset Management first reported a position in UNH in Q1 2019 and has held it in 12 quarters since. The position peaked at $84K in Q4 2021. 3,109 funds tracked by Wall St. Rank hold UNH as of Q1 2023.

Baldrige Asset Management held 130 shares of UnitedHealth worth $61K as of Q1 2023.
Baldrige Asset Management bought 5 UnitedHealth shares in Q1 2023, an estimated $2.41K.
UnitedHealth made up 0.03% of Baldrige Asset Management's portfolio in Q1 2023, its #166 holding.
Baldrige Asset Management first reported a position in UnitedHealth in Q1 2019 and has held it in 12 quarters since.
Baldrige Asset Management's UnitedHealth position peaked at $84K in Q4 2021.
3,109 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.