BBJS Financial Advisors’s UnitedHealth UNH Stock Holding History

BBJS Financial Advisors’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	$35.1K	Hold	60	–	–	0.01%	82
2024 Q2	$30.6K	Buy	+60	New	+$29.4K	0.01%	86

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

BBJS Financial Advisors's UNH Position: Q3 2024 in Review

BBJS Financial Advisors held its UnitedHealth (UNH) position steady in Q3 2024 at 60 shares worth $35.1K. The position accounts for 0.01% of the portfolio, ranked #82.

BBJS Financial Advisors first reported a position in UNH in Q2 2024 and has held it in 2 quarters since. 3,465 funds tracked by Wall St. Rank hold UNH as of Q3 2024.

BBJS Financial Advisors held 60 shares of UnitedHealth worth $35.1K as of Q3 2024.
BBJS Financial Advisors left its UnitedHealth share count unchanged in Q3 2024.
UnitedHealth made up 0.01% of BBJS Financial Advisors's portfolio in Q3 2024, its #82 holding.
BBJS Financial Advisors first reported a position in UnitedHealth in Q2 2024 and has held it in 2 quarters since.
3,465 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.