Crescent Sterling’s UnitedHealth UNH Stock Holding History

Crescent Sterling’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	-466	Closed	-$224K	–	78
2023 Q2	$224K	Buy	+466	New	+$228K	0.21%	71

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

Crescent Sterling's UNH Position: Q3 2023 in Review

Crescent Sterling sold out of UnitedHealth (UNH) in Q3 2023, closing a stake of 466 shares — an estimated $224K sold.

Crescent Sterling first reported a position in UNH in Q2 2023 and held it in 1 quarter. The position peaked at $224K in Q2 2023. 3,138 funds tracked by Wall St. Rank hold UNH as of Q3 2023.

Crescent Sterling reported no remaining UnitedHealth position as of Q3 2023 after selling out during the quarter.
Crescent Sterling sold 466 UnitedHealth shares in Q3 2023, an estimated $224K.
Crescent Sterling first reported a position in UnitedHealth in Q2 2023 and held it in 1 quarter.
Crescent Sterling's UnitedHealth position peaked at $224K in Q2 2023.
3,138 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2023.

Based on Crescent Sterling's 13F filing for Q3 2023, filed 24 Oct 2023.