Fairfield, Bush & Co’s UnitedHealth UNH Stock Holding History

Fairfield, Bush & Co’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	–	Sell	-15	Closed	-$7.9K	–	464
2023 Q4	$7.9K	Buy	+15	New	+$8K	﹤0.01%	328
2023 Q3	–	Sell	-15	Closed	-$7.21K	–	486
2023 Q2	$7.21K	Buy	+15	New	+$7.33K	﹤0.01%	349
2022 Q3	–	Sell	-15	Closed	-$8K	–	443
2022 Q2	$8K	Buy	+15	New	+$7.53K	﹤0.01%	324

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

Fairfield, Bush & Co's UNH Position: Q1 2024 in Review

Fairfield, Bush & Co sold out of UnitedHealth (UNH) in Q1 2024, closing a stake of 15 shares — an estimated $7.9K sold.

Fairfield, Bush & Co first reported a position in UNH in Q2 2022 and held it in 3 quarters. The position peaked at $8K in Q2 2022. 3,374 funds tracked by Wall St. Rank hold UNH as of Q1 2024.

Fairfield, Bush & Co reported no remaining UnitedHealth position as of Q1 2024 after selling out during the quarter.
Fairfield, Bush & Co sold 15 UnitedHealth shares in Q1 2024, an estimated $7.9K.
Fairfield, Bush & Co first reported a position in UnitedHealth in Q2 2022 and held it in 3 quarters.
Fairfield, Bush & Co's UnitedHealth position peaked at $8K in Q2 2022.
3,374 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2024.

Based on Fairfield, Bush & Co's 13F filing for Q1 2024, filed 15 May 2024.