Blodgett Wealth Advisors’s UnitedHealth UNH Stock Holding History

Blodgett Wealth 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
2023 Q4	–	Sell	-1,893	Closed	-$954K	–	62
2023 Q3	$954K	Buy	1,893 +1	+0.1%	+$492	1.05%	21
2023 Q2	$909K	Hold	1,892	–	–	0.94%	24
2023 Q1	$894K	Sell	1,892 -10	-0.5%	-$4.83K	1.03%	25
2022 Q4	$1.01M	Buy	1,902 +1	+0.1%	+$530	1.23%	22
2022 Q3	$960K	Hold	1,901	–	–	1.15%	23
2022 Q2	$976K	Sell	1,901 -1,300	-41%	-$653K	1.07%	24
2022 Q1	$1.63M	Buy	3,201 +2,001	+167%	+$965K	1.36%	17
2021 Q4	$603K	Buy	+1,200	New	+$543K	0.47%	46

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

Blodgett Wealth Advisors's UNH Position: Q4 2023 in Review

Blodgett Wealth Advisors sold out of UnitedHealth (UNH) in Q4 2023, closing a stake of 1,893 shares — an estimated $954K sold.

Blodgett Wealth Advisors first reported a position in UNH in Q4 2021 and held it in 8 quarters. The position peaked at $1.63M in Q1 2022. 3,411 funds tracked by Wall St. Rank hold UNH as of Q4 2023.

Blodgett Wealth Advisors reported no remaining UnitedHealth position as of Q4 2023 after selling out during the quarter.
Blodgett Wealth Advisors sold 1,893 UnitedHealth shares in Q4 2023, an estimated $954K.
Blodgett Wealth Advisors first reported a position in UnitedHealth in Q4 2021 and held it in 8 quarters.
Blodgett Wealth Advisors's UnitedHealth position peaked at $1.63M in Q1 2022.
3,411 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2023.

Based on Blodgett Wealth Advisors's 13F filing for Q4 2023, filed 2 Feb 2024.