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Golden Green’s UnitedHealth UNH Stock Holding History

Golden Green’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 		$546K Buy
1,083
+81
+8% +$39.9K 0.56% 50
2023
Q2 		$482K Buy
+1,002
New +$490K 0.52% 52
2023
Q1 		– Sell
-1,067
Closed -$566K – 104
2022
Q4 		$566K Sell
1,067
-31
-3% -$16.4K 0.58% 54
2022
Q3 		$555K Buy
+1,098
New +$577K 0.6% 48

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

Golden Green's UNH Position: Q3 2023 in Review

Golden Green increased its UnitedHealth (UNH) stake by 8.1% in Q3 2023, buying an estimated $39.9K and bringing the position to 1,083 shares worth $546K. The position accounts for 0.56% of the portfolio, ranked #50.

Golden Green first reported a position in UNH in Q3 2022 and has held it in 4 quarters since. The position peaked at $566K in Q4 2022. 3,137 funds tracked by Wall St. Rank hold UNH as of Q3 2023.

  • Golden Green held 1,083 shares of UnitedHealth worth $546K as of Q3 2023.
  • Golden Green bought 81 UnitedHealth shares in Q3 2023, an estimated $39.9K.
  • UnitedHealth made up 0.56% of Golden Green's portfolio in Q3 2023, its #50 holding.
  • Golden Green first reported a position in UnitedHealth in Q3 2022 and has held it in 4 quarters since.
  • Golden Green's UnitedHealth position peaked at $566K in Q4 2022.
  • 3,137 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2023.

Based on Golden Green's 13F filing for Q3 2023, filed 31 Oct 2023.