Freedom Wealth Alliance’s UnitedHealth UNH Stock Holding History

Freedom Wealth Alliance’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 Q1	–	Sell	-59	Closed	-$31.3K	–	421
2022 Q4	$31.3K	Buy	+59	New	+$31.3K	0.04%	151

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Freedom Wealth Alliance's UNH Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of UnitedHealth (UNH) in Q1 2023, closing a stake of 59 shares — an estimated $31.3K sold.

Freedom Wealth Alliance first reported a position in UNH in Q4 2022 and held it in 1 quarter. The position peaked at $31.3K in Q4 2022. 3,110 funds tracked by Wall St. Rank hold UNH as of Q1 2023.

Freedom Wealth Alliance reported no remaining UnitedHealth position as of Q1 2023 after selling out during the quarter.
Freedom Wealth Alliance sold 59 UnitedHealth shares in Q1 2023, an estimated $31.3K.
Freedom Wealth Alliance first reported a position in UnitedHealth in Q4 2022 and held it in 1 quarter.
Freedom Wealth Alliance's UnitedHealth position peaked at $31.3K in Q4 2022.
3,110 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.