Heron Financial Group’s UnitedHealth UNH Stock Holding History

Heron Financial Group’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 Q2	$1.29M	Sell	2,682 -1	-0%	-$489	0.69%	33
2023 Q1	$1.27M	Buy	+2,683	New	+$1.29M	0.7%	31
2022 Q4	–	Sell	-2,838	Closed	-$1.43M	–	134
2022 Q3	$1.43M	Buy	2,838 +28	+1%	+$14.7K	0.89%	26
2022 Q2	$1.44M	Sell	2,810 -141	-5%	-$70.8K	0.88%	29
2022 Q1	$1.5M	Sell	2,951 -648	-18%	-$313K	0.78%	31
2021 Q4	$1.69M	Sell	3,599 -49	-1%	-$22.2K	0.91%	24
2021 Q3	$1.43M	Buy	3,648 +3	+0.1%	+$1.24K	0.79%	28
2021 Q2	$1.46M	Sell	3,645 -77	-2%	-$30.7K	0.83%	25
2021 Q1	$1.37M	Buy	3,722 +33	+0.9%	+$11.4K	0.83%	27
2020 Q4	$1.35M	Sell	3,689 -75	-2%	-$25.1K	0.93%	24
2020 Q3	$1.2M	Sell	3,764 -555	-13%	-$170K	0.96%	26
2020 Q2	$1.26M	Sell	4,319 -36	-0.8%	-$10.3K	1.13%	22
2020 Q1	$1.18M	Sell	4,355 -40	-0.9%	-$11K	1.21%	20
2019 Q4	$1.28M	Buy	+4,395	New	+$1.15M	1.06%	23

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

Heron Financial Group's UNH Position: Q2 2023 in Review

Heron Financial Group reduced its UnitedHealth (UNH) stake by 0.04% in Q2 2023, selling an estimated $489 and leaving 2,682 shares worth $1.29M. The position accounts for 0.69% of the portfolio, ranked #33.

Heron Financial Group first reported a position in UNH in Q4 2019 and has held it in 14 quarters since. The position peaked at $1.69M in Q4 2021. 3,128 funds tracked by Wall St. Rank hold UNH as of Q2 2023.

Heron Financial Group held 2,682 shares of UnitedHealth worth $1.29M as of Q2 2023.
Heron Financial Group sold 1 UnitedHealth share in Q2 2023, an estimated $489.
UnitedHealth made up 0.69% of Heron Financial Group's portfolio in Q2 2023, its #33 holding.
Heron Financial Group first reported a position in UnitedHealth in Q4 2019 and has held it in 14 quarters since.
Heron Financial Group's UnitedHealth position peaked at $1.69M in Q4 2021.
3,128 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2023.

Based on Heron Financial Group's 13F filing for Q2 2023, filed 10 Aug 2023.