BC
UNH icon

Brookfield Corp’s UnitedHealth UNH Stock Holding History

Brookfield Corp’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 		– Sell
-36,538
Closed -$17.6M – 511
2023
Q2 		$17.6M Buy
36,538
+30,742
+530% +$15M 0.07% 101
2023
Q1 		$2.74M Sell
5,796
-2,934
-34% -$1.42M 0.01% 382
2022
Q4 		$4.63M Sell
8,730
-33,899
-80% -$18M 0.02% 278
2022
Q3 		$21.5M Sell
42,629
-5,004
-11% -$2.63M 0.08% 93
2022
Q2 		$24.5M Sell
47,633
-10,257
-18% -$5.15M 0.1% 80
2022
Q1 		$29.5M Buy
57,890
+19,573
+51% +$9.44M 0.11% 80
2021
Q4 		$19.2M Sell
38,317
-3,448
-8% -$1.56M 0.08% 87
2021
Q3 		$16.3M Buy
41,765
+35,534
+570% +$14.7M 0.07% 102
2021
Q2 		$2.5M Buy
6,231
+2,088
+50% +$833K 0.01% 322
2021
Q1 		$1.54M Buy
+4,143
New +$1.44M 0.01% 317

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return