Evelyn V. Moreno’s UnitedHealth UNH Stock Holding History

Evelyn V. Moreno’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	$369K	Hold	701	–	–	0.17%	89
2023 Q3	$353K	Hold	701	–	–	0.08%	97
2023 Q2	$337K	Hold	701	–	–	0.07%	85
2023 Q1	$331K	Hold	701	–	–	0.08%	88
2022 Q4	$372K	Hold	701	–	–	0.09%	112
2022 Q3	$354K	Hold	701	–	–	0.16%	109
2022 Q2	$360K	Hold	701	–	–	0.08%	111
2022 Q1	$357K	Buy	+701	New	+$338K	0.07%	73

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

Evelyn V. Moreno's UNH Position: Q4 2023 in Review

Evelyn V. Moreno held its UnitedHealth (UNH) position steady in Q4 2023 at 701 shares worth $369K. The position accounts for 0.17% of the portfolio, ranked #89.

Evelyn V. Moreno first reported a position in UNH in Q1 2022 and has held it in 8 quarters since. The position peaked at $372K in Q4 2022. 3,411 funds tracked by Wall St. Rank hold UNH as of Q4 2023.

Evelyn V. Moreno held 701 shares of UnitedHealth worth $369K as of Q4 2023.
Evelyn V. Moreno left its UnitedHealth share count unchanged in Q4 2023.
UnitedHealth made up 0.17% of Evelyn V. Moreno's portfolio in Q4 2023, its #89 holding.
Evelyn V. Moreno first reported a position in UnitedHealth in Q1 2022 and has held it in 8 quarters since.
Evelyn V. Moreno's UnitedHealth position peaked at $372K in Q4 2022.
3,411 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.