Johnson Midwest Financial’s UnitedHealth UNH Stock Holding History

Johnson Midwest Financial’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	$65.4K	Hold	130	–	–	0.15%	73
2023 Q2	$62.2K	Sell	130 -3	-2%	-$1.47K	0.06%	77
2023 Q1	$63K	Hold	133	–	–	0.09%	78
2022 Q4	$71K	Buy	133 +72	+118%	+$38.1K	0.26%	69
2022 Q3	$31	Hold	61	–	–	0.12%	106
2022 Q2	$31K	Buy	61 +4	+7%	+$2.01K	0.04%	101
2022 Q1	$29K	Buy	57 +1	+2%	+$482	0.04%	103
2021 Q4	$28K	Hold	56	–	–	0.02%	116
2021 Q3	$22K	Hold	56	–	–	0.02%	135
2021 Q2	$22K	Hold	56	–	–	0.02%	127
2021 Q1	$21K	Hold	56	–	–	0.02%	123
2020 Q4	$20K	Buy	+56	New	+$18.8K	0.02%	132

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

Johnson Midwest Financial's UNH Position: Q3 2023 in Review

Johnson Midwest Financial held its UnitedHealth (UNH) position steady in Q3 2023 at 130 shares worth $65.4K. The position accounts for 0.15% of the portfolio, ranked #73.

Johnson Midwest Financial first reported a position in UNH in Q4 2020 and has held it in 12 quarters since. The position peaked at $71K in Q4 2022. 3,137 funds tracked by Wall St. Rank hold UNH as of Q3 2023.

Johnson Midwest Financial held 130 shares of UnitedHealth worth $65.4K as of Q3 2023.
Johnson Midwest Financial left its UnitedHealth share count unchanged in Q3 2023.
UnitedHealth made up 0.15% of Johnson Midwest Financial's portfolio in Q3 2023, its #73 holding.
Johnson Midwest Financial first reported a position in UnitedHealth in Q4 2020 and has held it in 12 quarters since.
Johnson Midwest Financial's UnitedHealth position peaked at $71K in Q4 2022.
3,137 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.