Lewis Capital Management’s UnitedHealth UNH Stock Holding History

Lewis Capital Management’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	$776K	Hold	1,540	–	–	1.21%	22
2023 Q2	$740K	Hold	1,540	–	–	1.06%	26
2023 Q1	$728K	Hold	1,540	–	–	1.09%	25
2022 Q4	$816K	Hold	1,540	–	–	1.25%	22
2022 Q3	$778K	Hold	1,540	–	–	1.2%	23
2022 Q2	$791K	Hold	1,540	–	–	1.13%	24
2022 Q1	$785K	Hold	1,540	–	–	0.89%	29
2021 Q4	$773K	Buy	+1,540	New	+$697K	0.81%	29

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Lewis Capital Management's UNH Position: Q3 2023 in Review

Lewis Capital Management held its UnitedHealth (UNH) position steady in Q3 2023 at 1,540 shares worth $776K. The position accounts for 1.21% of the portfolio, ranked #22.

Lewis Capital Management first reported a position in UNH in Q4 2021 and has held it in 8 quarters since. The position peaked at $816K in Q4 2022. 3,138 funds tracked by Wall St. Rank hold UNH as of Q3 2023.

Lewis Capital Management held 1,540 shares of UnitedHealth worth $776K as of Q3 2023.
Lewis Capital Management left its UnitedHealth share count unchanged in Q3 2023.
UnitedHealth made up 1.21% of Lewis Capital Management's portfolio in Q3 2023, its #22 holding.
Lewis Capital Management first reported a position in UnitedHealth in Q4 2021 and has held it in 8 quarters since.
Lewis Capital Management's UnitedHealth position peaked at $816K in Q4 2022.
3,138 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2023.

Based on Lewis Capital Management's 13F filing for Q3 2023, filed 8 Nov 2023.