Eaton Financial Holdings’s UnitedHealth UNH Stock Holding History

Eaton Financial Holdings’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	–	Sell	-460	Closed	-$232K	–	180
2023 Q3	$232K	Buy	+460	New	+$226K	0.06%	151

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

Eaton Financial Holdings's UNH Position: Q4 2023 in Review

Eaton Financial Holdings sold out of UnitedHealth (UNH) in Q4 2023, closing a stake of 460 shares — an estimated $232K sold.

Eaton Financial Holdings first reported a position in UNH in Q3 2023 and held it in 1 quarter. The position peaked at $232K in Q3 2023. 3,411 funds tracked by Wall St. Rank hold UNH as of Q4 2023.

Eaton Financial Holdings reported no remaining UnitedHealth position as of Q4 2023 after selling out during the quarter.
Eaton Financial Holdings sold 460 UnitedHealth shares in Q4 2023, an estimated $232K.
Eaton Financial Holdings first reported a position in UnitedHealth in Q3 2023 and held it in 1 quarter.
Eaton Financial Holdings's UnitedHealth position peaked at $232K in Q3 2023.
3,411 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2023.

Based on Eaton Financial Holdings's 13F filing for Q4 2023, filed 12 Feb 2024.