Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s UnitedHealth UNH Stock Holding History

Legacy Financial Group (Iowa)’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 		– Sell
-34
Closed -$17.1K – 480
2023
Q3 		$17.1K Buy
+34
New +$16.7K ﹤0.01% 284

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Morgan Stanley
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legacy Financial Group (Iowa)'s UNH Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of UnitedHealth (UNH) in Q4 2023, closing a stake of 34 shares — an estimated $17.1K sold.

Legacy Financial Group (Iowa) first reported a position in UNH in Q3 2023 and held it in 1 quarter. The position peaked at $17.1K in Q3 2023. 3,411 funds tracked by Wall St. Rank hold UNH as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining UnitedHealth position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 34 UnitedHealth shares in Q4 2023, an estimated $17.1K.
  • Legacy Financial Group (Iowa) first reported a position in UnitedHealth in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s UnitedHealth position peaked at $17.1K in Q3 2023.
  • 3,411 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.