Benchmark Wealth Management’s UnitedHealth UNH Stock Holding History

Benchmark Wealth 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 Q4	–	Sell	-432	Closed	-$218K	–	49
2023 Q3	$218K	Sell	432 -15	-3%	-$7.38K	0.14%	46
2023 Q2	$215K	Buy	447 +1	+0.2%	+$489	0.13%	47
2023 Q1	$228K	Sell	446 -44	-9%	-$21.2K	0.15%	47
2022 Q4	$260K	Buy	490 +1	+0.2%	+$530	0.19%	43
2022 Q3	$247K	Sell	489 -100	-17%	-$52.6K	0.19%	41
2022 Q2	$303K	Hold	589	–	–	0.22%	37
2022 Q1	$300K	Buy	589 +1	+0.2%	+$482	0.2%	35
2021 Q4	$295K	Hold	588	–	–	0.19%	37
2021 Q3	$230K	Sell	588 -121	-17%	-$50.1K	0.16%	42
2021 Q2	$284K	Buy	709 +1	+0.1%	+$399	0.2%	37
2021 Q1	$264K	Buy	708 +15	+2%	+$5.2K	0.2%	37
2020 Q4	$243K	Sell	693 -107	-13%	-$35.9K	0.18%	41
2020 Q3	$250K	Buy	800 +1	+0.1%	+$307	0.2%	35
2020 Q2	$236K	Sell	799 -200	-20%	-$57.3K	0.2%	39
2020 Q1	$249K	Sell	999 -8	-0.8%	-$2.2K	0.25%	29
2019 Q4	$296K	Buy	+1,007	New	+$263K	0.26%	37

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Benchmark Wealth Management's UNH Position: Q4 2023 in Review

Benchmark Wealth Management sold out of UnitedHealth (UNH) in Q4 2023, closing a stake of 432 shares — an estimated $218K sold.

Benchmark Wealth Management first reported a position in UNH in Q4 2019 and held it in 16 quarters. The position peaked at $303K in Q2 2022. 3,411 funds tracked by Wall St. Rank hold UNH as of Q4 2023.

Benchmark Wealth Management reported no remaining UnitedHealth position as of Q4 2023 after selling out during the quarter.
Benchmark Wealth Management sold 432 UnitedHealth shares in Q4 2023, an estimated $218K.
Benchmark Wealth Management first reported a position in UnitedHealth in Q4 2019 and held it in 16 quarters.
Benchmark Wealth Management's UnitedHealth position peaked at $303K in Q2 2022.
3,411 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2023.

Based on Benchmark Wealth Management's 13F filing for Q4 2023, filed 19 Jan 2024.