EA Series Trust’s UnitedHealth UNH Stock Holding History

EA Series Trust’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 Q2	$8.01M	Buy	+16,668	New	+$8.15M	0.28%	54

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

EA Series Trust's UNH Position: Q2 2023 in Review

EA Series Trust opened a new position in UnitedHealth (UNH) in Q2 2023: 16,668 shares worth $8.01M. The stake represents 0.28% of the portfolio and ranks #54 among its holdings.

3,128 funds tracked by Wall St. Rank hold UNH as of Q2 2023.

EA Series Trust held 16,668 shares of UnitedHealth worth $8.01M as of Q2 2023.
UnitedHealth was a new EA Series Trust position in Q2 2023.
UnitedHealth made up 0.28% of EA Series Trust's portfolio in Q2 2023, its #54 holding.
3,128 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2023.

Based on EA Series Trust's 13F filing for Q2 2023, filed 27 Jul 2023.