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Front Barnett Associates’s UnitedHealth UNH Stock Holding History

Front Barnett Associates’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 		$21.8M Sell
43,292
-785
-2% -$386K 2.62% 16
2023
Q2 		$21.2M Sell
44,077
-290
-0.7% -$142K 2.39% 18
2023
Q1 		$21M Buy
44,367
+275
+0.6% +$133K 2.47% 18
2022
Q4 		$23.4M Sell
44,092
-17
-0% -$9.01K 2.95% 11
2022
Q3 		$22.3M Buy
44,109
+114
+0.3% +$59.9K 2.94% 11
2022
Q2 		$22.6M Buy
43,995
+148
+0.3% +$74.3K 2.75% 12
2022
Q1 		$22.4M Buy
43,847
+280
+0.6% +$135K 2.25% 13
2021
Q4 		$21.9M Sell
43,567
-113
-0.3% -$51.2K 2.05% 16
2021
Q3 		$17.1M Sell
43,680
-328
-0.7% -$136K 1.75% 24
2021
Q2 		$17.6M Buy
44,008
+850
+2% +$339K 1.8% 24
2021
Q1 		$16.1M Buy
43,158
+3,092
+8% +$1.07M 1.79% 24
2020
Q4 		$14.1M Buy
40,066
+2,738
+7% +$918K 1.67% 23
2020
Q3 		$11.6M Buy
37,328
+1,381
+4% +$424K 1.59% 22
2020
Q2 		$10.6M Buy
35,947
+34,682
+2,742% +$9.94M 1.64% 24
2020
Q1 		$315K Hold
1,265
– – 0.06% 93
2019
Q4 		$372K Hold
1,265
– – 0.06% 98
2019
Q3 		$275K Hold
1,265
– – 0.05% 103
2019
Q2 		$309K Hold
1,265
– – 0.05% 101
2019
Q1 		$313K Buy
1,265
+50
+4% +$12.8K 0.05% 102
2018
Q4 		$303K Hold
1,215
– – 0.06% 96
2018
Q3 		$323K Hold
1,215
– – 0.05% 104
2018
Q2 		$298K Hold
1,215
– – 0.05% 106
2018
Q1 		$260K Hold
1,215
– – 0.04% 108
2017
Q4 		$268K Hold
1,215
– – 0.04% 109
2017
Q3 		$238K Hold
1,215
– – 0.04% 113
2017
Q2 		$225K Sell
1,215
-150
-11% -$26.3K 0.04% 117
2017
Q1 		$224K Hold
1,365
– – 0.04% 116
2016
Q4 		$218K Buy
+1,365
New +$204K 0.04% 118

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Front Barnett Associates's UNH Position: Q3 2023 in Review

Front Barnett Associates reduced its UnitedHealth (UNH) stake by 1.8% in Q3 2023, selling an estimated $386K and leaving 43,292 shares worth $21.8M. The position accounts for 2.62% of the portfolio, ranked #16.

Front Barnett Associates first reported a position in UNH in Q4 2016 and has held it in 28 quarters since. The position peaked at $23.4M in Q4 2022. 3,138 funds tracked by Wall St. Rank hold UNH as of Q3 2023.

  • Front Barnett Associates held 43,292 shares of UnitedHealth worth $21.8M as of Q3 2023.
  • Front Barnett Associates sold 785 UnitedHealth shares in Q3 2023, an estimated $386K.
  • UnitedHealth made up 2.62% of Front Barnett Associates's portfolio in Q3 2023, its #16 holding.
  • Front Barnett Associates first reported a position in UnitedHealth in Q4 2016 and has held it in 28 quarters since.
  • Front Barnett Associates's UnitedHealth position peaked at $23.4M in Q4 2022.
  • 3,138 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2023.

Based on Front Barnett Associates's 13F filing for Q3 2023, filed 13 Nov 2023.