Financial Planning & Information Services’s UnitedHealth UNH Stock Holding History

Financial Planning & Information Services’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 Q3	$409K	Sell	699 -39	-5%	-$22.1K	0.06%	64
2024 Q2	$376K	Hold	738	–	–	0.06%	62
2024 Q1	$365K	Hold	738	–	–	0.05%	67
2023 Q4	$389K	Sell	738 -30	-4%	-$16K	0.06%	68
2023 Q3	$387K	Sell	768 -5	-0.6%	-$2.46K	0.07%	67
2023 Q2	$372K	Hold	773	–	–	0.07%	67
2023 Q1	$365K	Buy	773 +37	+5%	+$17.9K	0.07%	67
2022 Q4	$390K	Hold	736	–	–	0.08%	61
2022 Q3	$372K	Hold	736	–	–	0.09%	56
2022 Q2	$378K	Sell	736 -67	-8%	-$33.6K	0.09%	57
2022 Q1	$410K	Buy	803 +100	+14%	+$48.2K	0.09%	59
2021 Q4	$353K	Buy	703 +50	+8%	+$22.6K	0.09%	59
2021 Q3	$255K	Buy	653 +11	+2%	+$4.56K	0.07%	65
2021 Q2	$257K	Sell	642 -36	-5%	-$14.4K	0.08%	63
2021 Q1	$252K	Buy	678 +36	+6%	+$12.5K	0.08%	63
2020 Q4	$225K	Hold	642	–	–	0.08%	63
2020 Q3	$200K	Buy	+642	New	+$197K	0.08%	65

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Financial Planning & Information Services's UNH Position: Q3 2024 in Review

Financial Planning & Information Services reduced its UnitedHealth (UNH) stake by 5.3% in Q3 2024, selling an estimated $22.1K and leaving 699 shares worth $409K. The position accounts for 0.06% of the portfolio, ranked #64.

Financial Planning & Information Services first reported a position in UNH in Q3 2020 and has held it in 17 quarters since. The position peaked at $410K in Q1 2022. 3,465 funds tracked by Wall St. Rank hold UNH as of Q3 2024.

Financial Planning & Information Services held 699 shares of UnitedHealth worth $409K as of Q3 2024.
Financial Planning & Information Services sold 39 UnitedHealth shares in Q3 2024, an estimated $22.1K.
UnitedHealth made up 0.06% of Financial Planning & Information Services's portfolio in Q3 2024, its #64 holding.
Financial Planning & Information Services first reported a position in UnitedHealth in Q3 2020 and has held it in 17 quarters since.
Financial Planning & Information Services's UnitedHealth position peaked at $410K in Q1 2022.
3,465 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.

Based on Financial Planning & Information Services's 13F filing for Q3 2024, filed 12 Nov 2024.