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Level Financial Advisors’s UnitedHealth UNH Stock Holding History

Level Financial Advisors’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
2024
Q1 		– Sell
-121
Closed -$63.9K – 242
2023
Q4 		$63.9K Hold
121
– – 0.03% 103
2023
Q3 		$61.1K Hold
121
– – 0.03% 101
2023
Q2 		$58.2K Buy
121
+31
+34% +$15.2K 0.03% 103
2023
Q1 		$42.5K Sell
90
-4
-4% -$1.93K 0.03% 106
2022
Q4 		$50K Buy
94
+4
+4% +$2.12K 0.03% 98
2022
Q3 		$45K Hold
90
– – 0.03% 98
2022
Q2 		$46K Hold
90
– – 0.03% 105
2022
Q1 		$46K Hold
90
– – 0.04% 94
2021
Q4 		$45K Buy
+90
New +$40.7K 0.03% 104

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Level Financial Advisors's UNH Position: Q1 2024 in Review

Level Financial Advisors sold out of UnitedHealth (UNH) in Q1 2024, closing a stake of 121 shares — an estimated $63.9K sold.

Level Financial Advisors first reported a position in UNH in Q4 2021 and held it in 9 quarters. The position peaked at $63.9K in Q4 2023. 3,374 funds tracked by Wall St. Rank hold UNH as of Q1 2024.

  • Level Financial Advisors reported no remaining UnitedHealth position as of Q1 2024 after selling out during the quarter.
  • Level Financial Advisors sold 121 UnitedHealth shares in Q1 2024, an estimated $63.9K.
  • Level Financial Advisors first reported a position in UnitedHealth in Q4 2021 and held it in 9 quarters.
  • Level Financial Advisors's UnitedHealth position peaked at $63.9K in Q4 2023.
  • 3,374 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.