LeJeune Puetz Investment Counsel’s UnitedHealth UNH Stock Holding History

LeJeune Puetz Investment Counsel’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 Q1	$1.67M	Sell	3,540 -7	-0.2%	-$3.38K	0.6%	61
2022 Q4	$1.88M	Sell	3,547 -74	-2%	-$39.2K	0.7%	49
2022 Q3	$1.83M	Hold	3,621	–	–	0.75%	41
2022 Q2	$1.86M	Hold	3,621	–	–	0.72%	45
2022 Q1	$1.85M	Hold	3,621	–	–	0.64%	50
2021 Q4	$1.82M	Hold	3,621	–	–	0.61%	53
2021 Q3	$1.42M	Buy	3,621 +681	+23%	+$282K	0.51%	65
2021 Q2	$1.18M	Hold	2,940	–	–	0.43%	75
2021 Q1	$1.09M	Hold	2,940	–	–	0.43%	75
2020 Q4	$1.03M	Hold	2,940	–	–	0.45%	72
2020 Q3	$917K	Hold	2,940	–	–	0.45%	68
2020 Q2	$867K	Hold	2,940	–	–	0.45%	70
2020 Q1	$733K	Sell	2,940 -145	-5%	-$39.9K	0.43%	74
2019 Q4	$907K	Hold	3,085	–	–	0.43%	73
2019 Q3	$670K	Buy	3,085 +390	+14%	+$94.1K	0.34%	82
2019 Q2	$658K	Buy	2,695 +2,252	+508%	+$542K	0.34%	84
2019 Q1	$110K	Hold	443	–	–	0.06%	165
2018 Q4	$110K	Buy	+443	New	+$117K	0.07%	162

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

LeJeune Puetz Investment Counsel's UNH Position: Q1 2023 in Review

LeJeune Puetz Investment Counsel reduced its UnitedHealth (UNH) stake by 0.2% in Q1 2023, selling an estimated $3.38K and leaving 3,540 shares worth $1.67M. The position accounts for 0.6% of the portfolio, ranked #61.

LeJeune Puetz Investment Counsel first reported a position in UNH in Q4 2018 and has held it in 18 quarters since. The position peaked at $1.88M in Q4 2022. 3,110 funds tracked by Wall St. Rank hold UNH as of Q1 2023.

LeJeune Puetz Investment Counsel held 3,540 shares of UnitedHealth worth $1.67M as of Q1 2023.
LeJeune Puetz Investment Counsel sold 7 UnitedHealth shares in Q1 2023, an estimated $3.38K.
UnitedHealth made up 0.6% of LeJeune Puetz Investment Counsel's portfolio in Q1 2023, its #61 holding.
LeJeune Puetz Investment Counsel first reported a position in UnitedHealth in Q4 2018 and has held it in 18 quarters since.
LeJeune Puetz Investment Counsel's UnitedHealth position peaked at $1.88M in Q4 2022.
3,110 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2023.

Based on LeJeune Puetz Investment Counsel's 13F filing for Q1 2023, filed 3 May 2023.