First Command Bank’s UnitedHealth UNH Stock Holding History

First Command Bank’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 Q2	$503K	Sell	1,047 -26	-2%	-$12.7K	0.05%	92
2023 Q1	$507K	Sell	1,073 -35	-3%	-$16.9K	0.05%	88
2022 Q4	$587K	Buy	1,108 +81	+8%	+$42.9K	0.07%	73
2022 Q3	$519K	Buy	1,027 +7	+0.7%	+$3.68K	0.08%	75
2022 Q2	$524K	Buy	1,020 +25	+3%	+$12.6K	0.08%	72
2022 Q1	$507K	Buy	995 +12	+1%	+$5.79K	0.07%	82
2021 Q4	$384K	Hold	983	–	–	0.07%	99
2021 Q3	$384K	Hold	983	–	–	0.07%	99
2021 Q2	$394K	Hold	983	–	–	0.04%	96
2021 Q1	$365K	Hold	983	–	–	0.08%	96
2020 Q4	$345K	Buy	983 +50	+5%	+$16.8K	0.08%	90
2020 Q3	$291K	Hold	933	–	–	0.08%	92
2020 Q2	$275K	Buy	933 +290	+45%	+$83.1K	0.09%	92
2020 Q1	$160K	Hold	643	–	–	0.09%	126
2019 Q4	$189K	Hold	643	–	–	0.09%	126
2019 Q3	$140K	Sell	643 -19	-3%	-$4.58K	0.07%	138
2019 Q2	$162K	Buy	662 +28	+4%	+$6.74K	0.08%	130
2019 Q1	$157K	Hold	634	–	–	0.08%	131
2018 Q4	$158K	Sell	634 -67	-10%	-$17.7K	0.08%	121
2018 Q3	$187K	Sell	701 -130	-16%	-$33.8K	0.05%	117
2018 Q2	$204K	Sell	831 -9	-1%	-$2.16K	0.06%	114
2018 Q1	$180K	Buy	840 +45	+6%	+$10.3K	0.1%	108
2017 Q4	$175K	Hold	795	–	–	0.1%	110
2017 Q3	$156K	Sell	795 -28	-3%	-$5.41K	0.1%	106
2017 Q2	$152K	Sell	823 -60	-7%	-$10.5K	0.1%	111
2017 Q1	$145K	Hold	883	–	–	0.1%	108
2016 Q4	$141K	Buy	+883	New	+$132K	0.11%	105

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Command Bank's UNH Position: Q2 2023 in Review

First Command Bank reduced its UnitedHealth (UNH) stake by 2.4% in Q2 2023, selling an estimated $12.7K and leaving 1,047 shares worth $503K. The position accounts for 0.05% of the portfolio, ranked #92.

First Command Bank first reported a position in UNH in Q4 2016 and has held it in 27 quarters since. The position peaked at $587K in Q4 2022. 3,128 funds tracked by Wall St. Rank hold UNH as of Q2 2023.

First Command Bank held 1,047 shares of UnitedHealth worth $503K as of Q2 2023.
First Command Bank sold 26 UnitedHealth shares in Q2 2023, an estimated $12.7K.
UnitedHealth made up 0.05% of First Command Bank's portfolio in Q2 2023, its #92 holding.
First Command Bank first reported a position in UnitedHealth in Q4 2016 and has held it in 27 quarters since.
First Command Bank's UnitedHealth position peaked at $587K in Q4 2022.
3,128 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2023.

Based on First Command Bank's 13F filing for Q2 2023, filed 21 Jul 2023.