Disciplined Investments’s UnitedHealth UNH Stock Holding History

Disciplined 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 Q3	–	Sell	-211	Closed	-$101K	–	1461
2023 Q2	$101K	Sell	211 -5	-2%	-$2.44K	0.05%	148
2023 Q1	$102K	Sell	216 -22	-9%	-$10.6K	0.04%	165
2022 Q4	$126K	Sell	238 -85	-26%	-$45K	0.06%	130
2022 Q3	$163K	Sell	323 -5	-2%	-$2.63K	0.07%	136
2022 Q2	$168K	Buy	328 +39	+13%	+$19.6K	0.08%	134
2022 Q1	$147K	Buy	289 +1	+0.3%	+$482	0.06%	140
2021 Q4	$145K	Buy	288 +112	+64%	+$50.7K	0.06%	130
2021 Q3	$69K	Hold	176	–	–	0.03%	170
2021 Q2	$70K	Hold	176	–	–	0.04%	168
2021 Q1	$65K	Hold	176	–	–	0.04%	164
2020 Q4	$62K	Hold	176	–	–	0.04%	141
2020 Q3	$55K	Hold	176	–	–	0.04%	151
2020 Q2	$52K	Hold	176	–	–	0.04%	160
2020 Q1	$44K	Hold	176	–	–	0.04%	164
2019 Q4	$52K	Buy	+176	New	+$46K	0.04%	163

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

Disciplined Investments's UNH Position: Q3 2023 in Review

Disciplined Investments sold out of UnitedHealth (UNH) in Q3 2023, closing a stake of 211 shares — an estimated $101K sold.

Disciplined Investments first reported a position in UNH in Q4 2019 and held it in 15 quarters. The position peaked at $168K in Q2 2022. 3,138 funds tracked by Wall St. Rank hold UNH as of Q3 2023.

Disciplined Investments reported no remaining UnitedHealth position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 211 UnitedHealth shares in Q3 2023, an estimated $101K.
Disciplined Investments first reported a position in UnitedHealth in Q4 2019 and held it in 15 quarters.
Disciplined Investments's UnitedHealth position peaked at $168K in Q2 2022.
3,138 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.