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Leo Brokerage’s UnitedHealth UNH Stock Holding History

Leo Brokerage’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
Q2 		$359K Buy
747
+173
+30% +$84.6K 0.04% 219
2023
Q1 		$272K Buy
+574
New +$277K 0.04% 239
2022
Q2 		– Sell
-393
Closed -$200K – 252
2022
Q1 		$200K Buy
+393
New +$190K 0.03% 231
2021
Q3 		$274K Buy
702
+4
+0.6% +$1.66K 0.05% 155
2021
Q2 		$280K Sell
698
-56
-7% -$22.3K 0.06% 152
2021
Q1 		$281K Sell
754
-254
-25% -$88K 0.08% 152
2020
Q4 		$353K Buy
1,008
+186
+23% +$62.3K 0.11% 120
2020
Q3 		$242K Buy
+822
New +$252K 0.1% 106

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Leo Brokerage's UNH Position: Q2 2023 in Review

Leo Brokerage increased its UnitedHealth (UNH) stake by 30% in Q2 2023, buying an estimated $84.6K and bringing the position to 747 shares worth $359K. The position accounts for 0.04% of the portfolio, ranked #219.

Leo Brokerage first reported a position in UNH in Q3 2020 and has held it in 8 quarters since. 3,130 funds tracked by Wall St. Rank hold UNH as of Q2 2023.

  • Leo Brokerage held 747 shares of UnitedHealth worth $359K as of Q2 2023.
  • Leo Brokerage bought 173 UnitedHealth shares in Q2 2023, an estimated $84.6K.
  • UnitedHealth made up 0.04% of Leo Brokerage's portfolio in Q2 2023, its #219 holding.
  • Leo Brokerage first reported a position in UnitedHealth in Q3 2020 and has held it in 8 quarters since.
  • 3,130 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.