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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Beck Bode LLC's UNH Position: Q3 2023 in Review

Beck Bode LLC sold out of UnitedHealth (UNH) in Q3 2023, closing a stake of 761 shares — an estimated $366K sold.

Beck Bode LLC first reported a position in UNH in Q4 2018 and held it in 18 quarters. The position peaked at $2.39M in Q4 2022. 3,138 funds tracked by Wall St. Rank hold UNH as of Q3 2023.

Beck Bode LLC reported no remaining UnitedHealth position as of Q3 2023 after selling out during the quarter.
Beck Bode LLC sold 761 UnitedHealth shares in Q3 2023, an estimated $366K.
Beck Bode LLC first reported a position in UnitedHealth in Q4 2018 and held it in 18 quarters.
Beck Bode LLC's UnitedHealth position peaked at $2.39M in Q4 2022.
3,138 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2023.

Based on Beck Bode LLC's 13F filing for Q3 2023, filed 2 Nov 2023.