First National Bank of South Miami’s UnitedHealth UNH Stock Holding History

First National Bank of South Miami’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	$707K	Buy	1,470 +76	+5%	+$37.2K	0.57%	51
2023 Q1	$659K	Sell	1,394 -60	-4%	-$29K	0.52%	55
2022 Q4	$771K	Sell	1,454 -34	-2%	-$18K	0.58%	51
2022 Q3	$751K	Sell	1,488 -134	-8%	-$70.5K	0.58%	46
2022 Q2	$833K	Sell	1,622 -52	-3%	-$26.1K	0.57%	48
2022 Q1	$854K	Buy	1,674 +178	+12%	+$85.8K	0.52%	51
2021 Q4	$751K	Buy	1,496 +251	+20%	+$114K	0.45%	58
2021 Q3	$486K	Buy	1,245 +81	+7%	+$33.5K	0.33%	75
2021 Q2	$466K	Buy	1,164 +70	+6%	+$27.9K	0.32%	74
2021 Q1	$407K	Buy	1,094 +151	+16%	+$52.3K	0.31%	75
2020 Q4	$331K	Buy	943 +43	+5%	+$14.4K	0.28%	79
2020 Q3	$281K	Buy	900 +276	+44%	+$84.8K	0.27%	83
2020 Q2	$184K	Buy	624 +7	+1%	+$2.01K	0.2%	101
2020 Q1	$154K	Sell	617 -45	-7%	-$12.4K	0.19%	102
2019 Q4	$195K	Sell	662 -3,044	-82%	-$796K	0.19%	105
2019 Q3	$867K	Sell	3,706 -6	-0.2%	-$1.45K	0.83%	34
2019 Q2	$925K	Buy	3,712 +4	+0.1%	+$962	0.87%	30
2019 Q1	$917K	Hold	3,708	–	–	0.88%	30
2018 Q4	$1M	Buy	+3,708	New	+$980K	0.98%	27

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

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 National Bank of South Miami's UNH Position: Q2 2023 in Review

First National Bank of South Miami increased its UnitedHealth (UNH) stake by 5.5% in Q2 2023, buying an estimated $37.2K and bringing the position to 1,470 shares worth $707K. The position accounts for 0.57% of the portfolio, ranked #51.

First National Bank of South Miami first reported a position in UNH in Q4 2018 and has held it in 19 quarters since. The position peaked at $1M in Q4 2018. 3,130 funds tracked by Wall St. Rank hold UNH as of Q2 2023.

First National Bank of South Miami held 1,470 shares of UnitedHealth worth $707K as of Q2 2023.
First National Bank of South Miami bought 76 UnitedHealth shares in Q2 2023, an estimated $37.2K.
UnitedHealth made up 0.57% of First National Bank of South Miami's portfolio in Q2 2023, its #51 holding.
First National Bank of South Miami first reported a position in UnitedHealth in Q4 2018 and has held it in 19 quarters since.
First National Bank of South Miami's UnitedHealth position peaked at $1M in Q4 2018.
3,130 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2023.

Based on First National Bank of South Miami's 13F filing for Q2 2023, filed 12 Jul 2023.