Eudaimonia Advisors’s UnitedHealth UNH Stock Holding History

Eudaimonia Advisors’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 Q1	$705K	Sell	1,426 -157	-10%	-$79.8K	0.38%	81
2023 Q4	$833K	Buy	1,583 +25	+2%	+$13.3K	0.54%	56
2023 Q3	$786K	Buy	1,558 +37	+2%	+$18.2K	0.55%	55
2023 Q2	$731K	Sell	1,521 -92	-6%	-$45K	0.49%	63
2023 Q1	$762K	Sell	1,613 -50	-3%	-$24.1K	0.51%	56
2022 Q4	$882K	Hold	1,663	–	–	0.6%	46
2022 Q3	$840K	Sell	1,663 -83	-5%	-$43.6K	0.58%	49
2022 Q2	$897K	Sell	1,746 -46	-3%	-$23.1K	0.62%	43
2022 Q1	$914K	Hold	1,792	–	–	0.53%	51
2021 Q4	$900K	Buy	+1,792	New	+$811K	0.53%	50

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Eudaimonia Advisors's UNH Position: Q1 2024 in Review

Eudaimonia Advisors reduced its UnitedHealth (UNH) stake by 9.9% in Q1 2024, selling an estimated $79.8K and leaving 1,426 shares worth $705K. The position accounts for 0.38% of the portfolio, ranked #81.

Eudaimonia Advisors first reported a position in UNH in Q4 2021 and has held it in 10 quarters since. The position peaked at $914K in Q1 2022. 3,374 funds tracked by Wall St. Rank hold UNH as of Q1 2024.

Eudaimonia Advisors held 1,426 shares of UnitedHealth worth $705K as of Q1 2024.
Eudaimonia Advisors sold 157 UnitedHealth shares in Q1 2024, an estimated $79.8K.
UnitedHealth made up 0.38% of Eudaimonia Advisors's portfolio in Q1 2024, its #81 holding.
Eudaimonia Advisors first reported a position in UnitedHealth in Q4 2021 and has held it in 10 quarters since.
Eudaimonia Advisors's UnitedHealth position peaked at $914K in Q1 2022.
3,374 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2024.

Based on Eudaimonia Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.