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Delphia (USA)’s UnitedHealth UNH Stock Holding History

Delphia (USA)’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
-820
Closed -$394K – 186
2023
Q2 		$394K Buy
820
+120
+17% +$58.7K 0.62% 49
2023
Q1 		$331K Sell
700
-204
-23% -$98.4K 0.41% 97
2022
Q4 		$479K Buy
904
+87
+11% +$46.1K 0.55% 50
2022
Q3 		$413K Sell
817
-905
-53% -$476K 0.47% 68
2022
Q2 		$884K Buy
1,722
+600
+53% +$301K 0.61% 30
2022
Q1 		$572K Buy
1,122
+10
+0.9% +$4.82K 0.43% 60
2021
Q4 		$558K Buy
+1,112
New +$503K 0.59% 32

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

Delphia (USA)'s UNH Position: Q3 2023 in Review

Delphia (USA) sold out of UnitedHealth (UNH) in Q3 2023, closing a stake of 820 shares — an estimated $394K sold.

Delphia (USA) first reported a position in UNH in Q4 2021 and held it in 7 quarters. The position peaked at $884K in Q2 2022. 3,138 funds tracked by Wall St. Rank hold UNH as of Q3 2023.

  • Delphia (USA) reported no remaining UnitedHealth position as of Q3 2023 after selling out during the quarter.
  • Delphia (USA) sold 820 UnitedHealth shares in Q3 2023, an estimated $394K.
  • Delphia (USA) first reported a position in UnitedHealth in Q4 2021 and held it in 7 quarters.
  • Delphia (USA)'s UnitedHealth position peaked at $884K in Q2 2022.
  • 3,138 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2023.

Based on Delphia (USA)'s 13F filing for Q3 2023, filed 15 Nov 2023.