Grant Street Asset Management’s UnitedHealth UNH Stock Holding History

Grant Street Asset Management’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	-930	Closed	-$447K	–	68
2023 Q2	$447K	Buy	930 +302	+48%	+$148K	0.17%	37
2023 Q1	$297K	Buy	+628	New	+$303K	0.12%	42
2021 Q2	–	Sell	-231	Closed	-$86K	–	170
2021 Q1	$86K	Buy	231 +58	+34%	+$20.1K	0.05%	81
2020 Q4	$61K	Buy	+173	New	+$58K	0.03%	76

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

Grant Street Asset Management's UNH Position: Q3 2023 in Review

Grant Street Asset Management sold out of UnitedHealth (UNH) in Q3 2023, closing a stake of 930 shares — an estimated $447K sold.

Grant Street Asset Management first reported a position in UNH in Q4 2020 and held it in 4 quarters. The position peaked at $447K in Q2 2023. 3,138 funds tracked by Wall St. Rank hold UNH as of Q3 2023.

Grant Street Asset Management reported no remaining UnitedHealth position as of Q3 2023 after selling out during the quarter.
Grant Street Asset Management sold 930 UnitedHealth shares in Q3 2023, an estimated $447K.
Grant Street Asset Management first reported a position in UnitedHealth in Q4 2020 and held it in 4 quarters.
Grant Street Asset Management's UnitedHealth position peaked at $447K in Q2 2023.
3,138 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2023.

Based on Grant Street Asset Management's 13F filing for Q3 2023, filed 6 Dec 2023.