Ledge Wealth Management’s UnitedHealth UNH Stock Holding History

Ledge Wealth 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 Q4	$2.3M	Sell	4,371 -117	-3%	-$62.4K	0.89%	34
2023 Q3	$2.26M	Buy	4,488 +533	+13%	+$262K	1.02%	31
2023 Q2	$1.9M	Sell	3,955 -877	-18%	-$429K	0.91%	31
2023 Q1	$2.28M	Buy	4,832 +382	+9%	+$184K	1.08%	26
2022 Q4	$2.36M	Buy	4,450 +937	+27%	+$496K	1.08%	25
2022 Q3	$1.77M	Buy	3,513 +210	+6%	+$110K	1.09%	25
2022 Q2	$1.7M	Sell	3,303 -699	-17%	-$351K	1.04%	32
2022 Q1	$2.04M	Buy	+4,002	New	+$1.93M	1.27%	18

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Ledge Wealth Management's UNH Position: Q4 2023 in Review

Ledge Wealth Management reduced its UnitedHealth (UNH) stake by 2.6% in Q4 2023, selling an estimated $62.4K and leaving 4,371 shares worth $2.3M. The position accounts for 0.89% of the portfolio, ranked #34.

Ledge Wealth Management first reported a position in UNH in Q1 2022 and has held it in 8 quarters since. The position peaked at $2.36M in Q4 2022. 3,411 funds tracked by Wall St. Rank hold UNH as of Q4 2023.

Ledge Wealth Management held 4,371 shares of UnitedHealth worth $2.3M as of Q4 2023.
Ledge Wealth Management sold 117 UnitedHealth shares in Q4 2023, an estimated $62.4K.
UnitedHealth made up 0.89% of Ledge Wealth Management's portfolio in Q4 2023, its #34 holding.
Ledge Wealth Management first reported a position in UnitedHealth in Q1 2022 and has held it in 8 quarters since.
Ledge Wealth Management's UnitedHealth position peaked at $2.36M in Q4 2022.
3,411 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2023.

Based on Ledge Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.