IAM
UNH icon

Innovis Asset Management’s UnitedHealth UNH Stock Holding History

Innovis 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 		$5.83M Sell
11,556
-39
-0.3% -$19.2K 2.24% 19
2023
Q2 		$5.57M Sell
11,595
-5,483
-32% -$2.68M 2.06% 19
2023
Q1 		$8.07M Sell
17,078
-435
-2% -$210K 3.27% 2
2022
Q4 		$9.29M Buy
+17,513
New +$9.28M 4.19% 2

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Innovis Asset Management's UNH Position: Q3 2023 in Review

Innovis Asset Management reduced its UnitedHealth (UNH) stake by 0.34% in Q3 2023, selling an estimated $19.2K and leaving 11,556 shares worth $5.83M. The position accounts for 2.24% of the portfolio, ranked #19.

Innovis Asset Management first reported a position in UNH in Q4 2022 and has held it in 4 quarters since. The position peaked at $9.29M in Q4 2022. 3,138 funds tracked by Wall St. Rank hold UNH as of Q3 2023.

  • Innovis Asset Management held 11,556 shares of UnitedHealth worth $5.83M as of Q3 2023.
  • Innovis Asset Management sold 39 UnitedHealth shares in Q3 2023, an estimated $19.2K.
  • UnitedHealth made up 2.24% of Innovis Asset Management's portfolio in Q3 2023, its #19 holding.
  • Innovis Asset Management first reported a position in UnitedHealth in Q4 2022 and has held it in 4 quarters since.
  • Innovis Asset Management's UnitedHealth position peaked at $9.29M in Q4 2022.
  • 3,138 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2023.

Based on Innovis Asset Management's 13F filing for Q3 2023, filed 9 Nov 2023.