Daniel L. Goodwin’s UnitedHealth UNH Stock Holding History

Daniel L. Goodwin’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	$5.13M	Hold	10,180	–	–	2.48%	4
2023 Q2	$4.89M	Hold	10,180	–	–	2.34%	3
2023 Q1	$4.81M	Hold	10,180	–	–	2.43%	3
2022 Q4	$5.4M	Buy	10,180 +450	+5%	+$238K	2.73%	3
2022 Q3	$4.91M	Hold	9,730	–	–	2.83%	3
2022 Q2	$5M	Hold	9,730	–	–	2.75%	3
2022 Q1	$4.96M	Sell	9,730 -120	-1%	-$57.9K	2.15%	5
2021 Q4	$4.95M	Hold	9,850	–	–	2.17%	6
2021 Q3	$3.85M	Sell	9,850 -4,260	-30%	-$1.76M	1.79%	6
2021 Q2	$5.65M	Hold	14,110	–	–	2.69%	3
2021 Q1	$5.25M	Hold	14,110	–	–	2.74%	3
2020 Q4	$4.95M	Sell	14,110 -1,800	-11%	-$603K	2.91%	3
2020 Q3	$4.96M	Hold	15,910	–	–	3.48%	2
2020 Q2	$4.69M	Buy	15,910 +1,950	+14%	+$559K	2.95%	2
2020 Q1	$3.48M	Buy	13,960 +4,410	+46%	+$1.21M	2.81%	3
2019 Q4	$2.81M	Sell	9,550 -100	-1%	-$26.2K	1.22%	9
2019 Q3	$2.1M	Buy	9,650 +3,650	+61%	+$881K	0.95%	16
2019 Q2	$1.46M	Buy	6,000 +5,000	+500%	+$1.2M	0.67%	19
2019 Q1	$247K	Buy	+1,000	New	+$255K	0.11%	78

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

Daniel L. Goodwin's UNH Position: Q3 2023 in Review

Daniel L. Goodwin held its UnitedHealth (UNH) position steady in Q3 2023 at 10,180 shares worth $5.13M. The position accounts for 2.48% of the portfolio, ranked #4.

Daniel L. Goodwin first reported a position in UNH in Q1 2019 and has held it in 19 quarters since. The position peaked at $5.65M in Q2 2021. 3,137 funds tracked by Wall St. Rank hold UNH as of Q3 2023.

Daniel L. Goodwin held 10,180 shares of UnitedHealth worth $5.13M as of Q3 2023.
Daniel L. Goodwin left its UnitedHealth share count unchanged in Q3 2023.
UnitedHealth made up 2.48% of Daniel L. Goodwin's portfolio in Q3 2023, its #4 holding.
Daniel L. Goodwin first reported a position in UnitedHealth in Q1 2019 and has held it in 19 quarters since.
Daniel L. Goodwin's UnitedHealth position peaked at $5.65M in Q2 2021.
3,137 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2023.

Based on Daniel L. Goodwin's 13F filing for Q3 2023, filed 24 Oct 2023.