First Pacific Advisors’s UnitedHealth UNH Stock Holding History

First Pacific Advisors’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 Q3	–	Sell	-1,810	Closed	-$870K	–	127
2023 Q2	$870K	Buy	1,810 +300	+20%	+$147K	0.01%	68
2023 Q1	$714K	Hold	1,510	–	–	0.01%	78
2022 Q4	$801K	Hold	1,510	–	–	0.01%	103
2022 Q3	$763K	Sell	1,510 -295	-16%	-$155K	0.01%	119
2022 Q2	$927K	Sell	1,805 -250	-12%	-$126K	0.01%	107
2022 Q1	$1.05M	Sell	2,055 -540	-21%	-$260K	0.01%	107
2021 Q4	$1.3M	Sell	2,595 -1,490	-36%	-$674K	0.02%	100
2021 Q3	$1.6M	Sell	4,085 -450	-10%	-$186K	0.02%	102
2021 Q2	$1.82M	Sell	4,535 -305	-6%	-$122K	0.02%	94
2021 Q1	$1.8M	Sell	4,840 -398	-8%	-$138K	0.02%	50
2020 Q4	$1.84M	Sell	5,238 -162	-3%	-$54.3K	0.02%	86
2020 Q3	$1.68M	Hold	5,400	–	–	0.02%	82
2020 Q2	$1.59M	Sell	5,400 -500	-8%	-$143K	0.02%	86
2020 Q1	$1.47M	Buy	5,900 +1,120	+23%	+$308K	0.02%	78
2019 Q4	$1.41M	Sell	4,780 -80	-2%	-$20.9K	0.01%	84
2019 Q3	$1.06M	Buy	4,860 +910	+23%	+$220K	0.01%	94
2019 Q2	$964K	Sell	3,950 -2,550	-39%	-$613K	0.01%	90
2019 Q1	$1.61M	Sell	6,500 -2,125	-25%	-$542K	0.01%	88
2018 Q4	$2.15M	Buy	8,625 +2,125	+33%	+$561K	0.02%	83
2018 Q3	$1.73M	Hold	6,500	–	–	0.01%	90
2018 Q2	$1.59M	Buy	6,500 +2,100	+48%	+$504K	0.01%	86
2018 Q1	$942K	Buy	4,400 +600	+16%	+$137K	0.01%	101
2017 Q4	$838K	Buy	+3,800	New	+$805K	0.01%	106

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 Pacific Advisors's UNH Position: Q3 2023 in Review

First Pacific Advisors sold out of UnitedHealth (UNH) in Q3 2023, closing a stake of 1,810 shares — an estimated $870K sold.

First Pacific Advisors first reported a position in UNH in Q4 2017 and held it in 23 quarters. The position peaked at $2.15M in Q4 2018. 3,137 funds tracked by Wall St. Rank hold UNH as of Q3 2023.

First Pacific Advisors reported no remaining UnitedHealth position as of Q3 2023 after selling out during the quarter.
First Pacific Advisors sold 1,810 UnitedHealth shares in Q3 2023, an estimated $870K.
First Pacific Advisors first reported a position in UnitedHealth in Q4 2017 and held it in 23 quarters.
First Pacific Advisors's UnitedHealth position peaked at $2.15M in Q4 2018.
3,137 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2023.

Based on First Pacific Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.