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Legacy Capital Group California’s UnitedHealth UNH Stock Holding History

Legacy Capital Group California’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 		– Sell
-1,767
Closed -$849K – 299
2023
Q2 		$849K Buy
1,767
+41
+2% +$20K 0.35% 76
2023
Q1 		$816K Buy
+1,726
New +$833K 0.4% 70

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legacy Capital Group California's UNH Position: Q3 2023 in Review

Legacy Capital Group California sold out of UnitedHealth (UNH) in Q3 2023, closing a stake of 1,767 shares — an estimated $849K sold.

Legacy Capital Group California first reported a position in UNH in Q1 2023 and held it in 2 quarters. The position peaked at $849K in Q2 2023. 3,138 funds tracked by Wall St. Rank hold UNH as of Q3 2023.

  • Legacy Capital Group California reported no remaining UnitedHealth position as of Q3 2023 after selling out during the quarter.
  • Legacy Capital Group California sold 1,767 UnitedHealth shares in Q3 2023, an estimated $849K.
  • Legacy Capital Group California first reported a position in UnitedHealth in Q1 2023 and held it in 2 quarters.
  • Legacy Capital Group California's UnitedHealth position peaked at $849K in Q2 2023.
  • 3,138 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2023.

Based on Legacy Capital Group California's 13F filing for Q3 2023, filed 6 Nov 2023.