BBL
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Beck Bode LLC’s UnitedHealth UNH Stock Holding History

Beck Bode LLC’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 		– Sell
-761
Closed -$366K – 151
2023
Q2 		$366K Buy
761
+12
+2% +$5.87K 0.09% 116
2023
Q1 		$354K Sell
749
-3,752
-83% -$1.81M 0.09% 123
2022
Q4 		$2.39M Sell
4,501
-88
-2% -$46.6K 0.54% 60
2022
Q3 		$2.32M Buy
4,589
+6
+0.1% +$3.15K 0.5% 60
2022
Q2 		$2.35M Buy
4,583
+3,720
+431% +$1.87M 0.5% 51
2022
Q1 		$440K Buy
863
+60
+7% +$28.9K 0.1% 108
2021
Q4 		$403K Hold
803
– – 0.1% 66
2021
Q3 		$314K Sell
803
-9
-1% -$3.73K 0.09% 71
2021
Q2 		$325K Sell
812
-10
-1% -$3.99K 0.09% 65
2021
Q1 		$306K Buy
+822
New +$285K 0.09% 55
2020
Q4 		– Sell
-922
Closed -$287K – 258
2020
Q3 		$287K Sell
922
-28
-3% -$8.6K 0.1% 47
2020
Q2 		$280K Hold
950
– – 0.11% 44
2020
Q1 		$278K Hold
950
– – 0.13% 48
2019
Q4 		$279K Sell
950
-400
-30% -$105K 0.11% 63
2019
Q3 		$293K Sell
1,350
-300
-18% -$72.4K 0.13% 60
2019
Q2 		$403K Sell
1,650
-300
-15% -$72.2K 0.18% 52
2019
Q1 		$482K Sell
1,950
-1,249
-39% -$319K 0.23% 52
2018
Q4 		$797K Buy
+3,199
New +$845K 0.43% 49

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return