EFG Capital International’s UnitedHealth UNH Stock Holding History

EFG Capital International’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	$11.7M	Buy	+24,338	New	+$11.9M	2.71%	6

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EFG Capital International's UNH Position: Q2 2023 in Review

EFG Capital International opened a new position in UnitedHealth (UNH) in Q2 2023: 24,338 shares worth $11.7M. The stake represents 2.71% of the portfolio and ranks #6 among its holdings.

3,130 funds tracked by Wall St. Rank hold UNH as of Q2 2023.

EFG Capital International held 24,338 shares of UnitedHealth worth $11.7M as of Q2 2023.
UnitedHealth was a new EFG Capital International position in Q2 2023.
UnitedHealth made up 2.71% of EFG Capital International's portfolio in Q2 2023, its #6 holding.
3,130 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2023.

Based on EFG Capital International's 13F filing for Q2 2023, filed 2 Aug 2023.