Financial Architects (New Jersey)’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $501K | Buy |
1,042
+81
| +8% | +$39.6K | 0.08% | 206 |
|
|
2023
Q1 | $454K | Sell |
961
-106
| -10% | -$51.2K | 0.07% | 216 |
|
|
2022
Q4 | $566K | Sell |
1,067
-32
| -3% | -$17K | 0.09% | 192 |
|
|
2022
Q3 | $555K | Buy |
+1,099
| New | +$578K | 0.1% | 185 |
|
|
2022
Q2 | – | Sell |
-1,036
| Closed | -$528K | – | 270 |
|
|
2022
Q1 | $528K | Buy |
1,036
+58
| +6% | +$28K | 0.08% | 197 |
|
|
2021
Q4 | $491K | Buy |
978
+21
| +2% | +$9.51K | 0.07% | 204 |
|
|
2021
Q3 | $374K | Buy |
957
+165
| +21% | +$68.3K | 0.05% | 236 |
|
|
2021
Q2 | $317K | Sell |
792
-248
| -24% | -$98.9K | 0.05% | 260 |
|
|
2021
Q1 | $387K | Buy |
1,040
+236
| +29% | +$81.8K | 0.06% | 227 |
|
|
2020
Q4 | $282K | Buy |
804
+61
| +8% | +$20.4K | 0.05% | 232 |
|
|
2020
Q3 | $232K | Buy |
743
+151
| +26% | +$46.4K | 0.05% | 241 |
|
|
2020
Q2 | $175K | Sell |
592
-150
| -20% | -$43K | 0.04% | 264 |
|
|
2020
Q1 | $185K | Buy |
742
+15
| +2% | +$4.13K | 0.05% | 226 |
|
|
2019
Q4 | $214K | Buy |
727
+28
| +4% | +$7.33K | 0.05% | 234 |
|
|
2019
Q3 | $152K | Sell |
699
-61
| -8% | -$14.7K | 0.04% | 269 |
|
|
2019
Q2 | $185K | Sell |
760
-710
| -48% | -$171K | 0.03% | 262 |
|
|
2019
Q1 | $364K | Sell |
1,470
-40
| -3% | -$10.2K | 0.06% | 206 |
|
|
2018
Q4 | $376K | Buy |
1,510
+75
| +5% | +$19.8K | 0.07% | 181 |
|
|
2018
Q3 | $381K | Buy |
1,435
+1
| +0.1% | +$260 | 0.06% | 217 |
|
|
2018
Q2 | $352K | Buy |
1,434
+14
| +1% | +$3.36K | 0.06% | 202 |
|
|
2018
Q1 | $304K | Sell |
1,420
-315
| -18% | -$71.9K | 0.06% | 226 |
|
|
2017
Q4 | $382K | Sell |
1,735
-152
| -8% | -$32.2K | 0.06% | 196 |
|
|
2017
Q3 | $370K | Sell |
1,887
-99
| -5% | -$19.1K | 0.07% | 196 |
|
|
2017
Q2 | $368K | Sell |
1,986
-51
| -3% | -$8.94K | 0.07% | 195 |
|
|
2017
Q1 | $334K | Buy |
2,037
+636
| +45% | +$104K | 0.06% | 192 |
|
|
2016
Q4 | $225K | Sell |
1,401
-120
| -8% | -$17.9K | 0.05% | 231 |
|
|
2016
Q3 | $213K | Sell |
1,521
-37
| -2% | -$5.18K | 0.06% | 247 |
|
|
2016
Q2 | $220K | Buy |
1,558
+291
| +23% | +$38.8K | 0.06% | 228 |
|
|
2016
Q1 | $163K | Buy |
+1,267
| New | +$150K | 0.06% | 215 |
|
|
2015
Q3 | – | Sell |
-936
| Closed | -$114K | – | 873 |
|
|
2015
Q2 | $114K | Buy |
936
+243
| +35% | +$28.7K | 0.04% | 281 |
|
|
2015
Q1 | $82K | Buy |
693
+465
| +204% | +$51.6K | 0.03% | 321 |
|
|
2014
Q4 | $23K | Buy |
228
+67
| +42% | +$6.35K | 0.01% | 499 |
|
|
2014
Q3 | $14K | Buy |
161
+83
| +106% | +$7.01K | 0.01% | 536 |
|
|
2014
Q2 | $6K | Buy |
+78
| New | +$6.14K | ﹤0.01% | 763 |
|
Other funds holding UNH
Financial Architects (New Jersey)'s UNH Position: Q2 2023 in Review
Financial Architects (New Jersey) increased its UnitedHealth (UNH) stake by 8.4% in Q2 2023, buying an estimated $39.6K and bringing the position to 1,042 shares worth $501K. The position accounts for 0.08% of the portfolio, ranked #206.
Financial Architects (New Jersey) first reported a position in UNH in Q2 2014 and has held it in 34 quarters since. The position peaked at $566K in Q4 2022. 3,129 funds tracked by Wall St. Rank hold UNH as of Q2 2023.
- Financial Architects (New Jersey) held 1,042 shares of UnitedHealth worth $501K as of Q2 2023.
- Financial Architects (New Jersey) bought 81 UnitedHealth shares in Q2 2023, an estimated $39.6K.
- UnitedHealth made up 0.08% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #206 holding.
- Financial Architects (New Jersey) first reported a position in UnitedHealth in Q2 2014 and has held it in 34 quarters since.
- Financial Architects (New Jersey)'s UnitedHealth position peaked at $566K in Q4 2022.
- 3,129 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2023.
Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.