Bromfield Sneider Wealth Advisors’s UnitedHealth UNH Stock Holding History

Bromfield Sneider 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
2024 Q1	$41.1K	Hold	83	–	–	0.03%	77
2023 Q4	$43.7K	Hold	83	–	–	0.03%	72
2023 Q3	$41.8K	Sell	83 -22	-21%	-$10.8K	0.03%	70
2023 Q2	$50.5K	Hold	105	–	–	0.04%	69
2023 Q1	$49.6K	Hold	105	–	–	0.04%	65
2022 Q4	$55.7K	Hold	105	–	–	0.05%	59
2022 Q3	$53K	Hold	105	–	–	0.06%	55
2022 Q2	$54K	Hold	105	–	–	0.07%	56
2022 Q1	$54K	Buy	+105	New	+$50.6K	0.06%	65

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bromfield Sneider Wealth Advisors's UNH Position: Q1 2024 in Review

Bromfield Sneider Wealth Advisors held its UnitedHealth (UNH) position steady in Q1 2024 at 83 shares worth $41.1K. The position accounts for 0.03% of the portfolio, ranked #77.

Bromfield Sneider Wealth Advisors first reported a position in UNH in Q1 2022 and has held it in 9 quarters since. The position peaked at $55.7K in Q4 2022. 3,381 funds tracked by Wall St. Rank hold UNH as of Q1 2024.

Bromfield Sneider Wealth Advisors held 83 shares of UnitedHealth worth $41.1K as of Q1 2024.
Bromfield Sneider Wealth Advisors left its UnitedHealth share count unchanged in Q1 2024.
UnitedHealth made up 0.03% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #77 holding.
Bromfield Sneider Wealth Advisors first reported a position in UnitedHealth in Q1 2022 and has held it in 9 quarters since.
Bromfield Sneider Wealth Advisors's UnitedHealth position peaked at $55.7K in Q4 2022.
3,381 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2024.

Based on Bromfield Sneider Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.