Coulter & Justus Financial Services’s UnitedHealth UNH Stock Holding History

Coulter & Justus Financial Services’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 Q1	–	Sell	-802	Closed	-$425K	–	52
2022 Q4	$425K	Hold	802	–	–	0.29%	32
2022 Q3	$405K	Hold	802	–	–	0.32%	28
2022 Q2	$412K	Buy	+802	New	+$403K	0.33%	26
2022 Q1	–	Sell	-802	Closed	-$403K	–	51
2021 Q4	$403K	Buy	+802	New	+$363K	0.32%	33

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Coulter & Justus Financial Services's UNH Position: Q1 2023 in Review

Coulter & Justus Financial Services sold out of UnitedHealth (UNH) in Q1 2023, closing a stake of 802 shares — an estimated $425K sold.

Coulter & Justus Financial Services first reported a position in UNH in Q4 2021 and held it in 4 quarters. The position peaked at $425K in Q4 2022. 3,110 funds tracked by Wall St. Rank hold UNH as of Q1 2023.

Coulter & Justus Financial Services reported no remaining UnitedHealth position as of Q1 2023 after selling out during the quarter.
Coulter & Justus Financial Services sold 802 UnitedHealth shares in Q1 2023, an estimated $425K.
Coulter & Justus Financial Services first reported a position in UnitedHealth in Q4 2021 and held it in 4 quarters.
Coulter & Justus Financial Services's UnitedHealth position peaked at $425K in Q4 2022.
3,110 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2023.

Based on Coulter & Justus Financial Services's 13F filing for Q1 2023, filed 5 May 2023.