DFPG Investments’s UnitedHealth UNH Stock Holding History

DFPG Investments’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	$5.78M	Buy	10,656 +180	+2%	+$96K	0.45%	47
2023 Q3	$5.65M	Buy	10,476 +1,551	+17%	+$763K	0.53%	39
2023 Q2	$4.5M	Buy	8,925 +1,461	+20%	+$714K	0.41%	54
2023 Q1	$3.53M	Buy	7,464 +1,994	+36%	+$962K	0.38%	59
2022 Q4	$2.7M	Buy	5,470 +4,819	+740%	+$2.55M	0.44%	51
2022 Q3	$348K	Buy	651 +24	+4%	+$12.6K	0.15%	108
2022 Q2	$326K	Sell	627 -67	-10%	-$33.6K	0.14%	109
2022 Q1	$371K	Sell	694 -2	-0.3%	-$965	0.14%	107
2021 Q4	$322K	Buy	696 +9	+1%	+$4.07K	0.13%	123
2021 Q3	$289K	Buy	687 +113	+20%	+$46.8K	0.11%	132
2021 Q2	$240K	Sell	574 -3,891	-87%	-$1.55M	0.09%	144
2021 Q1	$1.65M	Buy	4,465 +433	+11%	+$150K	0.71%	41
2020 Q4	$1.47M	Buy	+4,032	New	+$1.35M	0.67%	45

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

DFPG Investments's UNH Position: Q4 2023 in Review

DFPG Investments increased its UnitedHealth (UNH) stake by 1.7% in Q4 2023, buying an estimated $96K and bringing the position to 10,656 shares worth $5.78M. The position accounts for 0.45% of the portfolio, ranked #47.

DFPG Investments 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.

DFPG Investments held 10,656 shares of UnitedHealth worth $5.78M as of Q4 2023.
DFPG Investments bought 180 UnitedHealth shares in Q4 2023, an estimated $96K.
UnitedHealth made up 0.45% of DFPG Investments's portfolio in Q4 2023, its #47 holding.
DFPG Investments 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 DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.