Corrigan Financial’s UnitedHealth UNH Stock Holding History

Corrigan Financial’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	-418	Closed	-$201K	–	71
2023 Q2	$201K	Buy	+418	New	+$204K	0.06%	76
2023 Q1	–	Sell	-417	Closed	-$221K	–	83
2022 Q4	$221K	Sell	417 -24	-5%	-$12.7K	0.08%	69
2022 Q3	$223K	Hold	441	–	–	0.08%	67
2022 Q2	$226K	Buy	441 +1	+0.2%	+$502	0.08%	69
2022 Q1	$224K	Hold	440	–	–	0.07%	76
2021 Q4	$221K	Buy	+440	New	+$199K	0.06%	83

Other funds holding UNH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Corrigan Financial's UNH Position: Q3 2023 in Review

Corrigan Financial sold out of UnitedHealth (UNH) in Q3 2023, closing a stake of 418 shares — an estimated $201K sold.

Corrigan Financial first reported a position in UNH in Q4 2021 and held it in 6 quarters. The position peaked at $226K in Q2 2022. 3,138 funds tracked by Wall St. Rank hold UNH as of Q3 2023.

Corrigan Financial reported no remaining UnitedHealth position as of Q3 2023 after selling out during the quarter.
Corrigan Financial sold 418 UnitedHealth shares in Q3 2023, an estimated $201K.
Corrigan Financial first reported a position in UnitedHealth in Q4 2021 and held it in 6 quarters.
Corrigan Financial's UnitedHealth position peaked at $226K in Q2 2022.
3,138 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2023.

Based on Corrigan Financial's 13F filing for Q3 2023, filed 16 Oct 2023.