Landmark Financial Advisors’s UnitedHealth UNH Stock Holding History

Landmark Financial Advisors’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 Q4	$222K	Hold	422	–	–	0.08%	86
2023 Q3	$213K	Hold	422	–	–	0.09%	86
2023 Q2	$203K	Sell	422 -5	-1%	-$2.44K	0.08%	87
2023 Q1	$202K	Hold	427	–	–	0.09%	87
2022 Q4	$226K	Hold	427	–	–	0.1%	83
2022 Q3	$216K	Sell	427 -18	-4%	-$9.46K	0.11%	76
2022 Q2	$229K	Sell	445 -20	-4%	-$10K	0.11%	74
2022 Q1	$244K	Buy	+465	New	+$224K	0.12%	77

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Landmark Financial Advisors's UNH Position: Q4 2023 in Review

Landmark Financial Advisors held its UnitedHealth (UNH) position steady in Q4 2023 at 422 shares worth $222K. The position accounts for 0.08% of the portfolio, ranked #86.

Landmark Financial Advisors first reported a position in UNH in Q1 2022 and has held it in 8 quarters since. The position peaked at $244K in Q1 2022. 3,417 funds tracked by Wall St. Rank hold UNH as of Q4 2023.

Landmark Financial Advisors held 422 shares of UnitedHealth worth $222K as of Q4 2023.
Landmark Financial Advisors left its UnitedHealth share count unchanged in Q4 2023.
UnitedHealth made up 0.08% of Landmark Financial Advisors's portfolio in Q4 2023, its #86 holding.
Landmark Financial Advisors first reported a position in UnitedHealth in Q1 2022 and has held it in 8 quarters since.
Landmark Financial Advisors's UnitedHealth position peaked at $244K in Q1 2022.
3,417 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2023.

Based on Landmark Financial Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.