Column Capital Advisors’s UnitedHealth UNH Stock Holding History

Column Capital 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
2023 Q3	$632K	Sell	1,254 -59	-4%	-$29K	0.09%	76
2023 Q2	$631K	Sell	1,313 -3	-0.2%	-$1.47K	0.09%	74
2023 Q1	$622K	Buy	1,316 +403	+44%	+$194K	0.09%	70
2022 Q4	$484K	Buy	913 +162	+22%	+$85.8K	0.08%	71
2022 Q3	$379K	Hold	751	–	–	0.08%	74
2022 Q2	$386K	Buy	751 +7	+0.9%	+$3.52K	0.07%	70
2022 Q1	$379K	Sell	744 -177	-19%	-$85.4K	0.07%	81
2021 Q4	$462K	Buy	921 +257	+39%	+$116K	0.09%	76
2021 Q3	$260K	Hold	664	–	–	0.05%	104
2021 Q2	$266K	Sell	664 -3	-0.4%	-$1.2K	0.06%	102
2021 Q1	$248K	Sell	667 -15	-2%	-$5.2K	0.06%	101
2020 Q4	$239K	Buy	682 +60	+10%	+$20.1K	0.06%	95
2020 Q3	$194K	Sell	622 -46	-7%	-$14.1K	0.06%	94
2020 Q2	$197K	Buy	668 +271	+68%	+$77.7K	0.07%	89
2020 Q1	$99K	Sell	397 -19	-5%	-$5.23K	0.04%	124
2019 Q4	$122K	Buy	+416	New	+$109K	0.06%	124

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 $3.38T AUM 44.17% 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

Column Capital Advisors's UNH Position: Q3 2023 in Review

Column Capital Advisors reduced its UnitedHealth (UNH) stake by 4.5% in Q3 2023, selling an estimated $29K and leaving 1,254 shares worth $632K. The position accounts for 0.09% of the portfolio, ranked #76.

Column Capital Advisors first reported a position in UNH in Q4 2019 and has held it in 16 quarters since. 3,138 funds tracked by Wall St. Rank hold UNH as of Q3 2023.

Column Capital Advisors held 1,254 shares of UnitedHealth worth $632K as of Q3 2023.
Column Capital Advisors sold 59 UnitedHealth shares in Q3 2023, an estimated $29K.
UnitedHealth made up 0.09% of Column Capital Advisors's portfolio in Q3 2023, its #76 holding.
Column Capital Advisors first reported a position in UnitedHealth in Q4 2019 and has held it in 16 quarters since.
3,138 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.