Bridgeworth’s UnitedHealth UNH Stock Holding History

Bridgeworth’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	$286K	Sell	543 -33	-6%	-$17.6K	0.03%	149
2023 Q3	$290K	Sell	576 -15	-3%	-$7.38K	0.03%	132
2023 Q2	$284K	Buy	591 +30	+5%	+$14.7K	0.03%	141
2023 Q1	$265K	Hold	561	–	–	0.03%	138
2022 Q4	$297K	Buy	561 +22	+4%	+$11.7K	0.05%	126
2022 Q3	$272K	Hold	539	–	–	0.06%	113
2022 Q2	$277K	Hold	539	–	–	0.06%	115
2022 Q1	$275K	Hold	539	–	–	0.06%	120
2021 Q4	$271K	Hold	539	–	–	0.06%	129
2021 Q3	$211K	Sell	539 -6	-1%	-$2.48K	0.06%	128
2021 Q2	$218K	Buy	+545	New	+$217K	0.06%	121
2018 Q3	–	Sell	-377	Closed	-$92K	–	511
2018 Q2	$92K	Buy	+377	New	+$90.5K	0.04%	208

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

Bridgeworth's UNH Position: Q4 2023 in Review

Bridgeworth reduced its UnitedHealth (UNH) stake by 5.7% in Q4 2023, selling an estimated $17.6K and leaving 543 shares worth $286K. The position accounts for 0.03% of the portfolio, ranked #149.

Bridgeworth first reported a position in UNH in Q2 2018 and has held it in 12 quarters since. The position peaked at $297K in Q4 2022. 3,411 funds tracked by Wall St. Rank hold UNH as of Q4 2023.

Bridgeworth held 543 shares of UnitedHealth worth $286K as of Q4 2023.
Bridgeworth sold 33 UnitedHealth shares in Q4 2023, an estimated $17.6K.
UnitedHealth made up 0.03% of Bridgeworth's portfolio in Q4 2023, its #149 holding.
Bridgeworth first reported a position in UnitedHealth in Q2 2018 and has held it in 12 quarters since.
Bridgeworth's UnitedHealth position peaked at $297K in Q4 2022.
3,411 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2023.

Based on Bridgeworth's 13F filing for Q4 2023, filed 26 Jan 2024.