First International Bank & Trust’s UnitedHealth UNH Stock Holding History

First International Bank & Trust’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 Q2	–	Sell	-454	Closed	-$225K	–	76
2024 Q1	$225K	Buy	454 +13	+3%	+$6.61K	0.08%	68
2023 Q4	$232K	Sell	441 -418	-49%	-$223K	0.09%	61
2023 Q3	$433K	Sell	859 -467	-35%	-$230K	0.16%	41
2023 Q2	$637K	Buy	1,326 +16	+1%	+$7.82K	0.2%	31
2023 Q1	$619K	Buy	1,310 +47	+4%	+$22.7K	0.21%	34
2022 Q4	$670K	Sell	1,263 -6	-0.5%	-$3.18K	0.23%	36
2022 Q3	$641K	Buy	1,269 +167	+15%	+$87.8K	0.24%	37
2022 Q2	$566K	Buy	1,102 +228	+26%	+$115K	0.21%	38
2022 Q1	$446K	Buy	874 +26	+3%	+$12.5K	0.15%	49
2021 Q4	$426K	Buy	+848	New	+$384K	0.15%	50

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

First International Bank & Trust's UNH Position: Q2 2024 in Review

First International Bank & Trust sold out of UnitedHealth (UNH) in Q2 2024, closing a stake of 454 shares — an estimated $225K sold.

First International Bank & Trust first reported a position in UNH in Q4 2021 and held it in 10 quarters. The position peaked at $670K in Q4 2022. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

First International Bank & Trust reported no remaining UnitedHealth position as of Q2 2024 after selling out during the quarter.
First International Bank & Trust sold 454 UnitedHealth shares in Q2 2024, an estimated $225K.
First International Bank & Trust first reported a position in UnitedHealth in Q4 2021 and held it in 10 quarters.
First International Bank & Trust's UnitedHealth position peaked at $670K in Q4 2022.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on First International Bank & Trust's 13F filing for Q2 2024, filed 3 Jul 2024.