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	–	508
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	0.07%	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 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

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

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

Brookfield Corp's UNH Position: Q3 2023 in Review

Brookfield Corp sold out of UnitedHealth (UNH) in Q3 2023, closing a stake of 36,538 shares — an estimated $17.6M sold.

Brookfield Corp first reported a position in UNH in Q1 2021 and held it in 10 quarters. The position peaked at $29.5M in Q1 2022. 3,138 funds tracked by Wall St. Rank hold UNH as of Q3 2023.

Brookfield Corp reported no remaining UnitedHealth position as of Q3 2023 after selling out during the quarter.
Brookfield Corp sold 36,538 UnitedHealth shares in Q3 2023, an estimated $17.6M.
Brookfield Corp first reported a position in UnitedHealth in Q1 2021 and held it in 10 quarters.
Brookfield Corp's UnitedHealth position peaked at $29.5M in Q1 2022.
3,138 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2023.

Based on Brookfield Corp's 13F filing for Q3 2023, filed 14 Nov 2023.