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EnRich Financial Partners’s UnitedHealth UNH Stock Holding History

EnRich Financial Partners’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
2024
Q3 		– Sell
-38
Closed -$19.4K – 252
2024
Q2 		$19.4K Buy
+38
New +$18.6K 0.01% 140

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BlackRock
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EnRich Financial Partners's UNH Position: Q3 2024 in Review

EnRich Financial Partners sold out of UnitedHealth (UNH) in Q3 2024, closing a stake of 38 shares — an estimated $19.4K sold.

EnRich Financial Partners first reported a position in UNH in Q2 2024 and held it in 1 quarter. The position peaked at $19.4K in Q2 2024. 3,466 funds tracked by Wall St. Rank hold UNH as of Q3 2024.

  • EnRich Financial Partners reported no remaining UnitedHealth position as of Q3 2024 after selling out during the quarter.
  • EnRich Financial Partners sold 38 UnitedHealth shares in Q3 2024, an estimated $19.4K.
  • EnRich Financial Partners first reported a position in UnitedHealth in Q2 2024 and held it in 1 quarter.
  • EnRich Financial Partners's UnitedHealth position peaked at $19.4K in Q2 2024.
  • 3,466 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.

Based on EnRich Financial Partners's 13F filing for Q3 2024, filed 7 Nov 2024.