First National Bank of Hutchinson’s UnitedHealth UNH Stock Holding History

First National Bank of Hutchinson’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	-3,033	Closed	-$1.5M	–	102
2024 Q1	$1.5M	Buy	3,033 +367	+14%	+$187K	1%	21
2023 Q4	$1.4M	Sell	2,666 -26	-1%	-$13.9K	1.01%	19
2023 Q3	$1.36M	Buy	2,692 +55	+2%	+$27.1K	1.03%	19
2023 Q2	$1.27M	Buy	2,637 +18	+0.7%	+$8.8K	0.93%	21
2023 Q1	$1.24M	Buy	2,619 +970	+59%	+$468K	0.98%	20
2022 Q4	$874K	Sell	1,649 -1	-0.1%	-$530	0.74%	29
2022 Q3	$834K	Buy	1,650 +107	+7%	+$56.3K	0.67%	24
2022 Q2	$792K	Buy	1,543 +485	+46%	+$244K	0.59%	28
2022 Q1	$540K	Buy	1,058 +81	+8%	+$39.1K	0.31%	59
2021 Q4	$491K	Buy	977 +27	+3%	+$12.2K	0.28%	66
2021 Q3	$371K	Buy	950 +2	+0.2%	+$828	0.21%	86
2021 Q2	$379K	Sell	948 -63	-6%	-$25.1K	0.2%	89
2021 Q1	$376K	Sell	1,011 -538	-35%	-$186K	0.19%	91
2020 Q4	$517K	Buy	1,549 +1	+0.1%	+$335	0.17%	58
2020 Q3	$482K	Sell	1,548 -14	-0.9%	-$4.3K	0.21%	49
2020 Q2	$461K	Buy	1,562 +83	+6%	+$23.8K	0.24%	45
2020 Q1	$369K	Sell	1,479 -24	-2%	-$6.6K	0.19%	61
2019 Q4	$442K	Sell	1,503 -219	-13%	-$57.3K	0.18%	66
2019 Q3	$375K	Buy	1,722 +220	+15%	+$53.1K	0.23%	61
2019 Q2	$381K	Buy	1,502 +3	+0.2%	+$722	0.23%	61
2019 Q1	$369K	Buy	1,499 +2	+0.1%	+$510	0.22%	62
2018 Q4	$373K	Buy	+1,497	New	+$395K	0.26%	54

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 National Bank of Hutchinson's UNH Position: Q2 2024 in Review

First National Bank of Hutchinson sold out of UnitedHealth (UNH) in Q2 2024, closing a stake of 3,033 shares — an estimated $1.5M sold.

First National Bank of Hutchinson first reported a position in UNH in Q4 2018 and held it in 22 quarters. The position peaked at $1.5M in Q1 2024. 3,397 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

First National Bank of Hutchinson reported no remaining UnitedHealth position as of Q2 2024 after selling out during the quarter.
First National Bank of Hutchinson sold 3,033 UnitedHealth shares in Q2 2024, an estimated $1.5M.
First National Bank of Hutchinson first reported a position in UnitedHealth in Q4 2018 and held it in 22 quarters.
First National Bank of Hutchinson's UnitedHealth position peaked at $1.5M in Q1 2024.
3,397 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on First National Bank of Hutchinson's 13F filing for Q2 2024, filed 25 Jul 2024.