Briggs Advisory Group’s UnitedHealth UNH Stock Holding History

Briggs Advisory Group’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	$1.11M	Sell	2,195 -24	-1%	-$11.8K	0.63%	23
2023 Q2	$1.07M	Buy	2,219 +54	+2%	+$26.4K	0.6%	26
2023 Q1	$1.02M	Buy	2,165 +5	+0.2%	+$2.41K	0.61%	26
2022 Q4	$1.15M	Buy	2,160 +88	+4%	+$46.6K	0.73%	25
2022 Q3	$1.05M	Sell	2,072 -39	-2%	-$20.5K	0.78%	22
2022 Q2	$1.08M	Buy	2,111 +173	+9%	+$86.9K	0.79%	22
2022 Q1	$988K	Buy	1,938 +4	+0.2%	+$1.93K	0.66%	22
2021 Q4	$971K	Buy	+1,934	New	+$875K	0.66%	21

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Briggs Advisory Group's UNH Position: Q3 2023 in Review

Briggs Advisory Group reduced its UnitedHealth (UNH) stake by 1.1% in Q3 2023, selling an estimated $11.8K and leaving 2,195 shares worth $1.11M. The position accounts for 0.63% of the portfolio, ranked #23.

Briggs Advisory Group first reported a position in UNH in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.15M in Q4 2022. 3,137 funds tracked by Wall St. Rank hold UNH as of Q3 2023.

Briggs Advisory Group held 2,195 shares of UnitedHealth worth $1.11M as of Q3 2023.
Briggs Advisory Group sold 24 UnitedHealth shares in Q3 2023, an estimated $11.8K.
UnitedHealth made up 0.63% of Briggs Advisory Group's portfolio in Q3 2023, its #23 holding.
Briggs Advisory Group first reported a position in UnitedHealth in Q4 2021 and has held it in 8 quarters since.
Briggs Advisory Group's UnitedHealth position peaked at $1.15M in Q4 2022.
3,137 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2023.

Based on Briggs Advisory Group's 13F filing for Q3 2023, filed 27 Oct 2023.