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Coury Firm Asset Management’s UnitedHealth UNH Stock Holding History

Coury Firm Asset Management’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 		$589K Buy
1,169
+273
+30% +$134K 0.94% 14
2023
Q2 		$431K Buy
896
+3
+0.3% +$1.47K 0.62% 23
2023
Q1 		$422K Buy
+893
New +$431K 0.59% 27

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $1.56T 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

Coury Firm Asset Management's UNH Position: Q3 2023 in Review

Coury Firm Asset Management increased its UnitedHealth (UNH) stake by 30% in Q3 2023, buying an estimated $134K and bringing the position to 1,169 shares worth $589K. The position accounts for 0.94% of the portfolio, ranked #14.

Coury Firm Asset Management first reported a position in UNH in Q1 2023 and has held it in 3 quarters since. 3,138 funds tracked by Wall St. Rank hold UNH as of Q3 2023.

  • Coury Firm Asset Management held 1,169 shares of UnitedHealth worth $589K as of Q3 2023.
  • Coury Firm Asset Management bought 273 UnitedHealth shares in Q3 2023, an estimated $134K.
  • UnitedHealth made up 0.94% of Coury Firm Asset Management's portfolio in Q3 2023, its #14 holding.
  • Coury Firm Asset Management first reported a position in UnitedHealth in Q1 2023 and has held it in 3 quarters since.
  • 3,138 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2023.

Based on Coury Firm Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.