Fidelity D&D Bancorp’s UnitedHealth UNH Stock Holding History

Fidelity D&D Bancorp’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	–	Sell	-400	Closed	-$202K	–	109
2023 Q3	$202K	Buy	+400	New	+$197K	0.21%	93

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

Fidelity D&D Bancorp's UNH Position: Q4 2023 in Review

Fidelity D&D Bancorp sold out of UnitedHealth (UNH) in Q4 2023, closing a stake of 400 shares — an estimated $202K sold.

Fidelity D&D Bancorp first reported a position in UNH in Q3 2023 and held it in 1 quarter. The position peaked at $202K in Q3 2023. 3,411 funds tracked by Wall St. Rank hold UNH as of Q4 2023.

Fidelity D&D Bancorp reported no remaining UnitedHealth position as of Q4 2023 after selling out during the quarter.
Fidelity D&D Bancorp sold 400 UnitedHealth shares in Q4 2023, an estimated $202K.
Fidelity D&D Bancorp first reported a position in UnitedHealth in Q3 2023 and held it in 1 quarter.
Fidelity D&D Bancorp's UnitedHealth position peaked at $202K in Q3 2023.
3,411 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2023.

Based on Fidelity D&D Bancorp's 13F filing for Q4 2023, filed 12 Jan 2024.