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Broadleaf Partners’s UnitedHealth UNH Stock Holding History

Broadleaf Partners’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 		– Sell
-7,131
Closed -$3.53M – 81
2024
Q1 		$3.53M Sell
7,131
-4,481
-39% -$2.28M 0.9% 38
2023
Q4 		$6.11M Buy
11,612
+4,354
+60% +$2.32M 1.79% 22
2023
Q3 		$3.66M Sell
7,258
-7,427
-51% -$3.66M 1.22% 32
2023
Q2 		$7.06M Buy
14,685
+21
+0.1% +$10.3K 2.3% 22
2023
Q1 		$6.93M Buy
14,664
+254
+2% +$123K 2.47% 17
2022
Q4 		$7.64M Sell
14,410
-190
-1% -$101K 3.01% 11
2022
Q3 		$7.37M Sell
14,600
-29
-0.2% -$15.2K 3.07% 9
2022
Q2 		$7.51M Buy
14,629
+328
+2% +$165K 3.14% 9
2022
Q1 		$7.29M Buy
14,301
+9
+0.1% +$4.34K 2.43% 16
2021
Q4 		$7.18M Sell
14,292
-109
-0.8% -$49.3K 2.2% 19
2021
Q3 		$5.63M Buy
14,401
+575
+4% +$238K 1.86% 23
2021
Q2 		$5.54M Sell
13,826
-437
-3% -$174K 1.92% 21
2021
Q1 		$5.31M Buy
14,263
+526
+4% +$182K 2% 22
2020
Q4 		$4.82M Buy
13,737
+5
+0% +$1.68K 1.9% 23
2020
Q3 		$4.28M Sell
13,732
-103
-0.7% -$31.6K 1.89% 21
2020
Q2 		$4.08M Buy
13,835
+128
+0.9% +$36.7K 2% 19
2020
Q1 		$3.42M Sell
13,707
-8,877
-39% -$2.44M 2.2% 19
2019
Q4 		$6.64M Buy
22,584
+3,765
+20% +$985K 3.63% 7
2019
Q3 		$4.09M Buy
18,819
+455
+2% +$110K 2.56% 15
2019
Q2 		$4.48M Buy
18,364
+5,485
+43% +$1.32M 2.87% 11
2019
Q1 		$3.18M Sell
12,879
-118
-0.9% -$30.1K 2.22% 23
2018
Q4 		$3.24M Buy
12,997
+1,794
+16% +$474K 2.59% 14
2018
Q3 		$2.98M Sell
11,203
-249
-2% -$64.8K 2% 23
2018
Q2 		$2.81M Buy
11,452
+61
+0.5% +$14.6K 2.06% 23
2018
Q1 		$2.44M Sell
11,391
-71
-0.6% -$16.2K 1.88% 28
2017
Q4 		$2.53M Buy
+11,462
New +$2.43M 2.1% 23

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

Broadleaf Partners's UNH Position: Q2 2024 in Review

Broadleaf Partners sold out of UnitedHealth (UNH) in Q2 2024, closing a stake of 7,131 shares — an estimated $3.53M sold.

Broadleaf Partners first reported a position in UNH in Q4 2017 and held it in 26 quarters. The position peaked at $7.64M in Q4 2022. 3,395 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

  • Broadleaf Partners reported no remaining UnitedHealth position as of Q2 2024 after selling out during the quarter.
  • Broadleaf Partners sold 7,131 UnitedHealth shares in Q2 2024, an estimated $3.53M.
  • Broadleaf Partners first reported a position in UnitedHealth in Q4 2017 and held it in 26 quarters.
  • Broadleaf Partners's UnitedHealth position peaked at $7.64M in Q4 2022.
  • 3,395 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on Broadleaf Partners's 13F filing for Q2 2024, filed 12 Aug 2024.