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Benjamin F. Edwards & Company’s UnitedHealth UNH Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$19.9M Buy
39,031
+1,770
+5% +$868K 0.35% 82
2024
Q1 		$18.4M Sell
37,261
-1,225
-3% -$623K 0.33% 85
2023
Q4 		$20.3M Buy
38,486
+7,594
+25% +$4.05M 0.41% 73
2023
Q3 		$15.6M Buy
30,892
+2,147
+7% +$1.06M 0.6% 29
2023
Q2 		$13.8M Sell
28,745
-2,855
-9% -$1.4M 0.53% 39
2023
Q1 		$14.9M Sell
31,600
-107
-0.3% -$51.6K 0.63% 27
2022
Q4 		$16.8M Buy
31,707
+723
+2% +$383K 0.76% 23
2022
Q3 		$15.6M Sell
30,984
-1,332
-4% -$700K 0.78% 23
2022
Q2 		$16.6M Buy
32,316
+2,638
+9% +$1.32M 0.8% 22
2022
Q1 		$15.1M Buy
29,678
+1,347
+5% +$650K 0.68% 29
2021
Q4 		$14.2M Buy
28,331
+6,620
+30% +$3M 0.63% 34
2021
Q3 		$8.48M Buy
21,711
+86
+0.4% +$35.6K 0.43% 55
2021
Q2 		$8.66M Buy
21,625
+306
+1% +$122K 0.44% 55
2021
Q1 		$7.93M Buy
21,319
+4,248
+25% +$1.47M 0.43% 57
2020
Q4 		$5.99M Buy
17,071
+1,145
+7% +$384K 0.36% 62
2020
Q3 		$4.96M Buy
15,926
+879
+6% +$270K 0.33% 70
2020
Q2 		$4.44M Buy
15,047
+44
+0.3% +$12.6K 0.32% 74
2020
Q1 		$3.74M Sell
15,003
-281
-2% -$77.3K 0.32% 79
2019
Q4 		$4.49M Buy
15,284
+505
+3% +$132K 0.32% 79
2019
Q3 		$3.21M Buy
14,779
+8,636
+141% +$2.08M 0.25% 103
2019
Q2 		$1.5M Buy
6,143
+1,885
+44% +$453K 0.13% 186
2019
Q1 		$1.05M Buy
4,258
+79
+2% +$20.1K 0.1% 226
2018
Q4 		$1.04M Buy
4,179
+2,199
+111% +$581K 0.11% 200
2018
Q3 		$527K Sell
1,980
-29
-1% -$7.54K 0.05% 316
2018
Q2 		$493K Sell
2,009
-35
-2% -$8.4K 0.05% 328
2018
Q1 		$437K Buy
2,044
+409
+25% +$93.4K 0.04% 341
2017
Q4 		$360K Buy
1,635
+56
+4% +$11.9K 0.04% 367
2017
Q3 		$309K Buy
1,579
+6
+0.4% +$1.16K 0.04% 357
2017
Q2 		$292K Sell
1,573
-69
-4% -$12.1K 0.04% 353
2017
Q1 		$269K Buy
1,642
+263
+19% +$43.1K 0.04% 359
2016
Q4 		$221K Buy
1,379
+783
+131% +$117K 0.04% 349
2016
Q3 		$83K Sell
596
-486
-45% -$68.1K 0.01% 461
2016
Q2 		$153K Buy
1,082
+518
+92% +$69.1K 0.03% 347
2016
Q1 		$73K Sell
564
-262
-32% -$31K 0.02% 441
2015
Q4 		$97K Sell
826
-1,098
-57% -$128K 0.02% 407
2015
Q3 		$223K Buy
1,924
+98
+5% +$11.7K 0.05% 291
2015
Q2 		$223K Sell
1,826
-59
-3% -$6.98K 0.04% 324
2015
Q1 		$223K Buy
1,885
+923
+96% +$103K 0.05% 322
2014
Q4 		$97K Buy
962
+712
+285% +$67.5K 0.02% 393
2014
Q3 		$22K Hold
250
– – 0.01% 637
2014
Q2 		$20K Sell
250
-150
-38% -$11.8K 0.01% 612
2014
Q1 		$33K Hold
400
– – 0.01% 502
2013
Q4 		$30K Hold
400
– – 0.01% 491
2013
Q3 		$29K Hold
400
– – 0.01% 463
2013
Q2 		$26K Buy
+400
New +$24.9K 0.01% 437

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Benjamin F. Edwards & Company's UNH Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its UnitedHealth (UNH) stake by 4.8% in Q2 2024, buying an estimated $868K and bringing the position to 39,031 shares worth $19.9M. The position accounts for 0.35% of the portfolio, ranked #82.

Benjamin F. Edwards & Company first reported a position in UNH in Q2 2013 and has held it in 45 quarters since. The position peaked at $20.3M in Q4 2023. 3,395 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

  • Benjamin F. Edwards & Company held 39,031 shares of UnitedHealth worth $19.9M as of Q2 2024.
  • Benjamin F. Edwards & Company bought 1,770 UnitedHealth shares in Q2 2024, an estimated $868K.
  • UnitedHealth made up 0.35% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #82 holding.
  • Benjamin F. Edwards & Company first reported a position in UnitedHealth in Q2 2013 and has held it in 45 quarters since.
  • Benjamin F. Edwards & Company's UnitedHealth position peaked at $20.3M in Q4 2023.
  • 3,395 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.