DB Wealth Management Group’s UnitedHealth UNH Stock Holding History

DB Wealth Management Group’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 Q4	$23.3K	Hold	44	–	–	0.01%	219
2023 Q3	$22.2K	Hold	44	–	–	0.01%	214
2023 Q2	$21.1K	Hold	44	–	–	0.01%	226
2023 Q1	$20.7K	Hold	44	–	–	0.01%	227
2022 Q4	$23.1K	Buy	44 +1	+2%	+$530	0.02%	211
2022 Q3	$22K	Hold	43	–	–	0.02%	221
2022 Q2	$22K	Hold	43	–	–	0.02%	227
2022 Q1	$22K	Hold	43	–	–	0.01%	250
2021 Q4	$22K	Hold	43	–	–	0.01%	224
2021 Q3	$17K	Hold	43	–	–	0.01%	231
2021 Q2	$17K	Hold	43	–	–	0.01%	234
2021 Q1	$16K	Hold	43	–	–	0.01%	246
2020 Q4	$15K	Buy	+43	New	+$14.4K	0.01%	243

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

Morgan Stanley New York $1.66T AUM 25.57% 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

DB Wealth Management Group's UNH Position: Q4 2023 in Review

DB Wealth Management Group held its UnitedHealth (UNH) position steady in Q4 2023 at 44 shares worth $23.3K. The position accounts for 0.01% of the portfolio, ranked #219.

DB Wealth Management Group first reported a position in UNH in Q4 2020 and has held it in 13 quarters since. 3,411 funds tracked by Wall St. Rank hold UNH as of Q4 2023.

DB Wealth Management Group held 44 shares of UnitedHealth worth $23.3K as of Q4 2023.
DB Wealth Management Group left its UnitedHealth share count unchanged in Q4 2023.
UnitedHealth made up 0.01% of DB Wealth Management Group's portfolio in Q4 2023, its #219 holding.
DB Wealth Management Group first reported a position in UnitedHealth in Q4 2020 and has held it in 13 quarters since.
3,411 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.